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HRMDX vs VMVAX
HRMDX vs VMVAX Comparison
Open Charts HRMDX vs VMVAX
Heartland Mid Cap Value Investor
Price$13.76
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets565.5M
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
HRMDX vs VMVAX Comparison Chart in %
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HRMDX vs. VMVAX commentary
Jul 05, 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 (566M). VMVAX pays higher dividends than HRMDX: VMVAX (2.26) vs HRMDX (0.79). 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 : 12.14 vs. HRMDX (-0.50). VMVAX return over 5 years is better than : 77.08 vs. HRMDX (41.05).
| 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 | 2.153 | 3.573 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 29.9B | 2% |
| Annual Yield % from dividends | 0.79 | 2.26 | 35% |
| Returns for 1 year | -0.50 | 12.14 | -4% |
| Returns for 3 years | 13.12 | 28.52 | 46% |
| Returns for 5 years | 41.05 | 77.08 | 53% |
| Returns for 10 years | 46.48 | 88.11 | 53% |
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