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HRMDX vs MVCAX
HRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAX
Heartland Mid Cap Value Investor
Price$13.74
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets577.06M
HRMDX vs MVCAX Comparison Chart
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HRMDX vs. MVCAX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. HRMDX (577M). MVCAX pays higher dividends than HRMDX: MVCAX (1.16) vs HRMDX (0.64). HRMDX was incepted earlier than MVCAX: HRMDX (10 years) vs MVCAX (23 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 : 9.50 vs. HRMDX (2.52). MVCAX return over 5 years is better than : 30.79 vs. HRMDX (15.12).
| HRMDX | MVCAX | HRMDX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 2.004 | 2.966 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 17.6B | 3% |
| Annual Yield % from dividends | 0.64 | 1.16 | 55% |
| Returns for 1 year | 2.52 | 9.50 | 26% |
| Returns for 3 years | 3.76 | 2.65 | 142% |
| Returns for 5 years | 15.12 | 30.79 | 49% |
| Returns for 10 years | 49.54 | 74.34 | 67% |
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