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HRMDX vs VMVIX
HRMDX vs VMVIX Comparison
Open Charts HRMDX vs VMVIX
Heartland Mid Cap Value Investor
Price$12.79
Change+$0.15 (+1.19%)
VolumeN/A
Net Assets531.83M
Vanguard Mid-Cap Value Index Investor
Price$61.13
Change+$0.83 (+1.38%)
VolumeN/A
Net Assets29.86B
HRMDX vs VMVIX Comparison Chart
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HRMDX vs. VMVIX commentary
Apr 26, 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: 29.9B vs. HRMDX (532M). 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 : 2.08 vs. HRMDX (-8.60). VMVIX return over 5 years is better than : 76.14 vs. HRMDX (46.11).
| 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 | -6.162 | -5.268 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 29.9B | 2% |
| Annual Yield % from dividends | 0.79 | 2.20 | 36% |
| Returns for 1 year | -8.60 | 2.08 | -413% |
| Returns for 3 years | -3.26 | 4.92 | -66% |
| Returns for 5 years | 46.11 | 76.14 | 61% |
| Returns for 10 years | 30.91 | 69.06 | 45% |
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