Ad is loading...
HRMDX vs VMVAX
HRMDX vs VMVAX Comparison
Open Charts HRMDX vs VMVAX
Heartland Mid Cap Value Investor
Price$13.07
Change-$0.60 (-4.39%)
VolumeN/A
Net Assets545.74M
Vanguard Mid-Cap Value Index Admiral
Price$80.20
Change-$3.75 (-4.47%)
VolumeN/A
Net Assets30.85B
HRMDX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HRMDX vs. VMVAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.8B vs. HRMDX (546M). VMVAX pays higher dividends than HRMDX: VMVAX (2.33) vs HRMDX (0.79). HRMDX was incepted earlier than VMVAX: HRMDX (10 years) vs VMVAX (14 years). HRMDX (1.17) is less costly to investors than VMVAX (0.07). HRMDX is a more actively managed with annual turnover of: 62.00 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 : 5.64 vs. HRMDX (-4.31). VMVAX return over 5 years is better than : 116.47 vs. HRMDX (80.68).
| HRMDX | VMVAX | HRMDX / VMVAX | |
| Total Expense Ratio | 1.10 | 0.07 | 1,571% |
| Annual Report Gross Expense Ratio | 1.17 | 0.07 | 1,671% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 1.485 | 0.252 | 589% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 30.8B | 2% |
| Annual Yield % from dividends | 0.79 | 2.33 | 34% |
| Returns for 1 year | -4.31 | 5.64 | -76% |
| Returns for 3 years | 2.17 | 8.98 | 24% |
| Returns for 5 years | 80.68 | 116.47 | 69% |
| Returns for 10 years | 39.28 | 78.55 | 50% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers