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HRMDX vs VMVIX
HRMDX vs VMVIX Comparison
Open Charts HRMDX vs VMVIX
Heartland Mid Cap Value Investor
Price$13.17
Change-$0.34 (-2.52%)
VolumeN/A
Net Assets586.29M
Vanguard Mid-Cap Value Index Investor
Price$63.15
Change-$1.30 (-2.02%)
VolumeN/A
Net Assets29.07B
HRMDX vs VMVIX Comparison Chart
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HRMDX vs. VMVIX commentary
May 23, 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: 29.1B vs. HRMDX (586M). VMVIX pays higher dividends than HRMDX: VMVIX (2.27) vs HRMDX (0.83). HRMDX was incepted earlier than VMVIX: HRMDX (11 years) vs VMVIX (19 years). HRMDX (1.18) is less costly to investors than VMVIX (0.19). HRMDX is a more actively managed with annual turnover of: 62.00 vs. VMVIX (19.00). 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 : 5.61 vs. HRMDX (-4.83). VMVIX return over 5 years is better than : 81.55 vs. HRMDX (46.80).
| HRMDX | VMVIX | HRMDX / VMVIX | |
| Total Expense Ratio | 1.10 | 0.19 | 579% |
| Annual Report Gross Expense Ratio | 1.18 | 0.19 | 621% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 0.297 | 1.252 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 29.1B | 2% |
| Annual Yield % from dividends | 0.83 | 2.27 | 37% |
| Returns for 1 year | -4.83 | 5.61 | -86% |
| Returns for 3 years | 10.27 | 19.84 | 52% |
| Returns for 5 years | 46.80 | 81.55 | 57% |
| Returns for 10 years | 37.78 | 78.19 | 48% |
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