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HRMDX vs MVCAX
HRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAX
HRMDX vs MVCAX Comparison Chart in %
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HRMDX vs. MVCAX commentary
Sep 13, 2026
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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. HRMDX (484M). MVCAX (1.08) and HRMDX (1.06) have matching dividends . HRMDX was incepted earlier than MVCAX: HRMDX (12 years) vs MVCAX (25 years). HRMDX (1.21) is less costly to investors than MVCAX (0.98). HRMDX is a more actively managed with annual turnover of: 72.00 vs. MVCAX (24.00). HRMDX (1000) and MVCAX (1000) have matching initial minimum investment requirements. HRMDX annual gain was more profitable for investors over the last year : 9.39 vs. MVCAX (6.50). MVCAX return over 5 years is better than : 16.23 vs. HRMDX (-1.75).
| HRMDX | MVCAX | HRMDX / MVCAX | |
| Total Expense Ratio | 1.10 | 0.97 | 113% |
| Annual Report Gross Expense Ratio | 1.21 | 0.98 | 123% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 13.636 | 13.967 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 16.9B | 3% |
| Annual Yield % from dividends | 1.06 | 1.08 | 98% |
| Returns for 1 year | 9.39 | 6.50 | 144% |
| Returns for 3 years | 15.24 | 24.78 | 62% |
| Returns for 5 years | -1.75 | 16.23 | -11% |
| Returns for 10 years | 58.54 | 85.19 | 69% |
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