Interact to see
Advertisement
Advertisement
HRMVX vs MVCAX
HRMVX vs MVCAX Comparison
Open Charts HRMVX vs MVCAX
HRMVX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HRMVX vs. MVCAX commentary
Jun 24, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. HRMVX (444M). MVCAX pays higher dividends than HRMVX: MVCAX (1.16) vs HRMVX (0.92). 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 : 26.11 vs. MVCAX (11.29). HRMVX return over 5 years is better than : 35.94 vs. MVCAX (14.75).
| 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 | 16.827 | 10.210 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 17.1B | 3% |
| Annual Yield % from dividends | 0.92 | 1.16 | 79% |
| Returns for 1 year | 26.11 | 11.29 | 231% |
| Returns for 3 years | 45.98 | 23.67 | 194% |
| Returns for 5 years | 35.94 | 14.75 | 244% |
| Returns for 10 years | 84.17 | 87.51 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement