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HRMDX vs VMVAX
HRMDX vs VMVAX Comparison
Open Charts HRMDX vs VMVAX
Heartland Mid Cap Value Investor
Price$15.00
Change-$0.09 (-0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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HRMDX vs VMVAX Comparison Chart
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HRMDX vs. VMVAX commentary
Sep 21, 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 StrongBuy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. HRMDX (664M). 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 : 21.85 vs. HRMDX (15.01). VMVAX return over 5 years is better than : 48.02 vs. HRMDX (32.44).
| 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 | 8.932 | 14.332 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 30.5B | 2% |
| Annual Yield % from dividends | 0.64 | 2.14 | 30% |
| Returns for 1 year | 15.01 | 21.85 | 69% |
| Returns for 3 years | -1.66 | 17.61 | -9% |
| Returns for 5 years | 32.44 | 48.02 | 68% |
| Returns for 10 years | N/A | 96.75 | - |