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HRMDX vs VMVAX
HRMDX vs VMVAX Comparison
Open Charts HRMDX vs VMVAX
Heartland Mid Cap Value Investor
Price$13.17
Change-$0.34 (-2.52%)
VolumeN/A
Net Assets586.29M
Vanguard Mid-Cap Value Index Admiral
Price$83.09
Change-$1.71 (-2.02%)
VolumeN/A
Net Assets29.07B
HRMDX vs VMVAX Comparison Chart
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HRMDX vs. VMVAX commentary
May 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. HRMDX (586M). VMVAX pays higher dividends than HRMDX: VMVAX (2.40) vs HRMDX (0.83). HRMDX was incepted earlier than VMVAX: HRMDX (11 years) vs VMVAX (14 years). HRMDX (1.18) is less costly to investors than VMVAX (0.07). HRMDX is a more actively managed with annual turnover of: 62.00 vs. VMVAX (19.00). HRMDX has a lower initial minimum investment than VMVAX: HRMDX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 5.62 vs. HRMDX (-4.83). VMVAX return over 5 years is better than : 81.66 vs. HRMDX (46.80).
| HRMDX | VMVAX | HRMDX / VMVAX | |
| Total Expense Ratio | 1.10 | 0.07 | 1,571% |
| Annual Report Gross Expense Ratio | 1.18 | 0.07 | 1,686% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 0.297 | 1.267 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 29.1B | 2% |
| Annual Yield % from dividends | 0.83 | 2.40 | 35% |
| Returns for 1 year | -4.83 | 5.62 | -86% |
| Returns for 3 years | 10.27 | 19.89 | 52% |
| Returns for 5 years | 46.80 | 81.66 | 57% |
| Returns for 10 years | 37.78 | 78.27 | 48% |
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