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HRMDX vs VMVAX
HRMDX vs VMVAX Comparison
Open Charts HRMDX vs VMVAX
Heartland Mid Cap Value Investor
Price$14.59
Change-$0.13 (-0.88%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.05
Change-$0.69 (-0.80%)
VolumeN/A
CapitalizationN/A
HRMDX vs VMVAX Comparison Chart
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HRMDX vs. VMVAX commentary
Dec 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 StrongSell and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. HRMDX (619M). 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 : 15.41 vs. HRMDX (6.85). VMVAX return over 5 years is better than : 40.94 vs. HRMDX (22.23).
| 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 | 6.899 | 14.833 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 32.8B | 2% |
| Annual Yield % from dividends | 0.64 | 2.14 | 30% |
| Returns for 1 year | 6.85 | 15.41 | 44% |
| Returns for 3 years | -6.56 | 14.48 | -45% |
| Returns for 5 years | 22.23 | 40.94 | 54% |
| Returns for 10 years | 53.94 | 89.30 | 60% |
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