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HRMDX vs VMVAX
HRMDX vs VMVAX Comparison
Open Charts HRMDX vs VMVAX
Heartland Mid Cap Value Investor
Price$13.46
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets574.77M
Vanguard Mid-Cap Value Index Admiral
Price$84.70
Change+$0.41 (+0.49%)
VolumeN/A
Net Assets29.95B
HRMDX vs VMVAX Comparison Chart
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HRMDX vs. VMVAX commentary
Jun 13, 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: 29.9B vs. HRMDX (575M). VMVAX pays higher dividends than HRMDX: VMVAX (2.31) vs HRMDX (0.81). 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 : 7.71 vs. HRMDX (-3.23). VMVAX return over 5 years is better than : 70.39 vs. HRMDX (36.45).
| 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 | 0.658 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 29.9B | 2% |
| Annual Yield % from dividends | 0.81 | 2.31 | 35% |
| Returns for 1 year | -3.23 | 7.71 | -42% |
| Returns for 3 years | 12.31 | 25.17 | 49% |
| Returns for 5 years | 36.45 | 70.39 | 52% |
| Returns for 10 years | 38.68 | 81.01 | 48% |
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