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HRMDX vs VMVIX
HRMDX vs VMVIX Comparison
Open Charts HRMDX vs VMVIX
Heartland Mid Cap Value Investor
Price$13.74
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets577.06M
Vanguard Mid-Cap Value Index Investor
Price$65.44
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets30.1B
HRMDX vs VMVIX Comparison Chart
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HRMDX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. HRMDX (577M). VMVIX pays higher dividends than HRMDX: VMVIX (2.03) vs HRMDX (0.64). HRMDX was incepted earlier than VMVIX: HRMDX (10 years) vs VMVIX (18 years). HRMDX is a more actively managed with annual turnover of: 84.00 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 : 17.92 vs. HRMDX (2.52). VMVIX return over 5 years is better than : 38.27 vs. HRMDX (15.12).
| HRMDX | VMVIX | HRMDX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 2.004 | 2.748 | 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 | 2.03 | 32% |
| Returns for 1 year | 2.52 | 17.92 | 14% |
| Returns for 3 years | 3.76 | 11.63 | 32% |
| Returns for 5 years | 15.12 | 38.27 | 40% |
| Returns for 10 years | 49.54 | 93.54 | 53% |
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