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HRMDX vs MVCAX
HRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAX
Heartland Mid Cap Value Investor
Price$13.68
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets516.43M
HRMDX vs MVCAX Comparison Chart
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HRMDX vs. MVCAX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HRMDX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. HRMDX (516M). MVCAX pays higher dividends than HRMDX: MVCAX (1.16) vs HRMDX (0.64). HRMDX was incepted earlier than MVCAX: HRMDX (10 years) vs MVCAX (24 years). HRMDX is a more actively managed with annual turnover of: 84.00 vs. MVCAX (19.00). HRMDX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 1.20 vs. HRMDX (0.73). MVCAX return over 5 years is better than : 28.23 vs. HRMDX (17.77).
| HRMDX | MVCAX | HRMDX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 1.559 | 0.391 | 399% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 17.4B | 3% |
| Annual Yield % from dividends | 0.64 | 1.16 | 55% |
| Returns for 1 year | 0.73 | 1.20 | 61% |
| Returns for 3 years | 5.73 | 3.99 | 144% |
| Returns for 5 years | 17.77 | 28.23 | 63% |
| Returns for 10 years | 40.18 | 60.23 | 67% |
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