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
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. HRMVX (447M). MVCAX pays higher dividends than HRMVX: MVCAX (1.11) vs HRMVX (0.89). 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 : 24.23 vs. MVCAX (9.45). HRMVX return over 5 years is better than : 41.63 vs. MVCAX (17.60).
| 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 | 20.793 | 13.136 | 158% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 447M | 17.2B | 3% |
| Annual Yield % from dividends | 0.89 | 1.11 | 80% |
| Returns for 1 year | 24.23 | 9.45 | 256% |
| Returns for 3 years | 42.33 | 20.06 | 211% |
| Returns for 5 years | 41.63 | 17.60 | 236% |
| Returns for 10 years | 79.07 | 82.57 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement