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HRMDX vs VMVAX
HRMDX vs VMVAX Comparison
Open Charts HRMDX vs VMVAX
Heartland Mid Cap Value Investor
Price$13.74
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets577.06M
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
HRMDX vs VMVAX Comparison Chart
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HRMDX vs. VMVAX commentary
Jan 19, 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: 30.1B vs. HRMDX (577M). 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 : 17.93 vs. HRMDX (2.52). VMVAX return over 5 years is better than : 38.32 vs. HRMDX (15.12).
| 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 | 2.004 | 2.745 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 30.1B | 2% |
| Annual Yield % from dividends | 0.64 | 2.14 | 30% |
| Returns for 1 year | 2.52 | 17.93 | 14% |
| Returns for 3 years | 3.76 | 11.64 | 32% |
| Returns for 5 years | 15.12 | 38.32 | 39% |
| Returns for 10 years | 49.54 | 93.65 | 53% |
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