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HRMDX vs VMVAX
HRMDX vs VMVAX Comparison
Open Charts HRMDX vs VMVAX
Heartland Mid Cap Value Investor
Price$14.93
Change-$0.08 (-0.53%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
HRMDX vs VMVAX Comparison Chart
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HRMDX vs. VMVAX commentary
Nov 18, 2024
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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. HRMDX (650M). VMVAX pays higher dividends than HRMDX: VMVAX (2.14) vs HRMDX (0.64). HRMDX was incepted earlier than VMVAX: HRMDX (10 years) vs VMVAX (13 years). HRMDX is a more actively managed with annual turnover of: 84.00 vs. VMVAX (22.00). 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 : 27.09 vs. HRMDX (14.83). VMVAX return over 5 years is better than : 47.45 vs. HRMDX (27.78).
| HRMDX | VMVAX | HRMDX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 8.424 | 17.355 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 30.9B | 2% |
| Annual Yield % from dividends | 0.64 | 2.14 | 30% |
| Returns for 1 year | 14.83 | 27.09 | 55% |
| Returns for 3 years | -8.53 | 13.54 | -63% |
| Returns for 5 years | 27.78 | 47.45 | 59% |
| Returns for 10 years | 56.75 | 96.84 | 59% |
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