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HRMVX vs MVCAX
HRMVX vs MVCAX Comparison
Open Charts HRMVX vs MVCAX
HRMVX vs MVCAX Comparison Chart in %
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HRMVX vs. MVCAX commentary
Aug 03, 2026
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 HRMVX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. HRMVX (460M). MVCAX pays higher dividends than HRMVX: MVCAX (1.09) vs HRMVX (0.86). HRMVX was incepted earlier than MVCAX: HRMVX (24 years) vs MVCAX (25 years). HRMVX (1.15) is less costly to investors than MVCAX (0.98). MVCAX is a more actively managed with annual turnover of: 24.00 vs. HRMVX (20.00). MVCAX has a lower initial minimum investment than HRMVX: MVCAX (1000) vs HRMVX (50000). HRMVX annual gain was more profitable for investors over the last year : 29.29 vs. MVCAX (11.71). HRMVX return over 5 years is better than : 43.73 vs. MVCAX (17.90).
| HRMVX | MVCAX | HRMVX / MVCAX | |
| Total Expense Ratio | 1.10 | 0.97 | 113% |
| Annual Report Gross Expense Ratio | 1.15 | 0.98 | 117% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 23.473 | 14.699 | 160% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 17.4B | 3% |
| Annual Yield % from dividends | 0.86 | 1.09 | 79% |
| Returns for 1 year | 29.29 | 11.71 | 250% |
| Returns for 3 years | 41.97 | 19.96 | 210% |
| Returns for 5 years | 43.73 | 17.90 | 244% |
| Returns for 10 years | 84.69 | 85.46 | 99% |
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