HRMDX
Price
$13.59
Change
-$0.13 (-0.95%)
Updated
Jul 30 closing price
Net Assets
553.05M
MVCAX
Price
$31.42
Change
-$0.32 (-1.01%)
Updated
Jul 30 closing price
Net Assets
17.23B
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HRMDX vs MVCAX

Header iconHRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAXBanner chart's image
Heartland Mid Cap Value Investor
Price$13.59
Change-$0.13 (-0.95%)
VolumeN/A
Net Assets553.05M
MFS Mid Cap Value A
Price$31.42
Change-$0.32 (-1.01%)
VolumeN/A
Net Assets17.23B
HRMDX vs MVCAX Comparison Chart in %
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HRMDX vs. MVCAX commentary
Jul 31, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. HRMDX (553M). MVCAX pays higher dividends than HRMDX: MVCAX (0.87) vs HRMDX (0.79). HRMDX was incepted earlier than MVCAX: HRMDX (11 years) vs MVCAX (24 years). HRMDX (1.18) is less costly to investors than MVCAX (1.00). HRMDX is a more actively managed with annual turnover of: 62.00 vs. MVCAX (27.00). HRMDX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -5.51 vs. HRMDX (-6.30). MVCAX return over 5 years is better than : 51.86 vs. HRMDX (36.97).
HRMDXMVCAXHRMDX / MVCAX
Total Expense Ratio1.100.99111%
Annual Report Gross Expense Ratio1.181.00118%
Fund Existence11 years24 years-
Gain YTD1.8562.41277%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets553M17.2B3%
Annual Yield % from dividends0.790.8791%
Returns for 1 year-6.30-5.51114%
Returns for 3 years6.5310.6161%
Returns for 5 years36.9751.8671%
Returns for 10 years47.6763.2275%
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