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HRMDX vs VMVIX
HRMDX vs VMVIX Comparison
Open Charts HRMDX vs VMVIX
Heartland Mid Cap Value Investor
Price$13.07
Change-$0.60 (-4.39%)
VolumeN/A
Net Assets545.74M
Vanguard Mid-Cap Value Index Investor
Price$60.96
Change-$2.85 (-4.47%)
VolumeN/A
Net Assets30.85B
HRMDX vs VMVIX Comparison Chart
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HRMDX vs. VMVIX commentary
Apr 04, 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.8B vs. HRMDX (546M). VMVIX pays higher dividends than HRMDX: VMVIX (2.20) vs HRMDX (0.79). HRMDX was incepted earlier than VMVIX: HRMDX (10 years) vs VMVIX (19 years). HRMDX (1.17) is less costly to investors than VMVIX (0.19). HRMDX is a more actively managed with annual turnover of: 62.00 vs. VMVIX (22.00). HRMDX has a lower initial minimum investment than VMVIX: HRMDX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 5.62 vs. HRMDX (-4.31). VMVIX return over 5 years is better than : 116.35 vs. HRMDX (80.68).
| HRMDX | VMVIX | HRMDX / VMVIX | |
| Total Expense Ratio | 1.10 | 0.19 | 579% |
| Annual Report Gross Expense Ratio | 1.17 | 0.19 | 616% |
| Fund Existence | 10 years | 19 years | - |
| Gain YTD | 1.485 | 0.246 | 602% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 30.8B | 2% |
| Annual Yield % from dividends | 0.79 | 2.20 | 36% |
| Returns for 1 year | -4.31 | 5.62 | -77% |
| Returns for 3 years | 2.17 | 8.94 | 24% |
| Returns for 5 years | 80.68 | 116.35 | 69% |
| Returns for 10 years | 39.28 | 78.45 | 50% |
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