HWMAX
Price
$73.25
Change
+$0.35 (+0.48%)
Updated
Sep 3 closing price
Net Assets
451.57M
MVCAX
Price
$34.95
Change
-$0.14 (-0.40%)
Updated
Sep 4 closing price
Net Assets
17.38B
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HWMAX vs MVCAX

HWMAX vs MVCAX Comparison Chart in %
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A.I.Advisor
published Highlights

Market Cap

The average market capitalization across the group is 8.86B. The market cap for tickers in the group ranges from 451.57M to 17.27B. MVCAX holds the highest valuation in this group at 17.27B. The lowest valued company is HWMAX at 451.57M.

High and low price notable news

The average weekly price growth across all stocks in the group was -0%. For the same group, the average monthly price growth was 1%, and the average quarterly price growth was 16%. HWMAX experienced the highest price growth at 0%, while MVCAX experienced the biggest fall at -1%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
VS
HWMAX vs. MVCAX commentary
Sep 05, 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 HWMAX is a Buy and MVCAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. HWMAX (452M). MVCAX pays higher dividends than HWMAX: MVCAX (1.08) vs HWMAX (0.93). HWMAX was incepted earlier than MVCAX: HWMAX (26 years) vs MVCAX (25 years). HWMAX (1.21) is less costly to investors than MVCAX (0.98). HWMAX is a more actively managed with annual turnover of: 31.00 vs. MVCAX (24.00). MVCAX initial investment is less costly to investors than HWMAX (5%) vs HWMAX (5%). MVCAX has a lower initial minimum investment than HWMAX: MVCAX (1000) vs HWMAX (2500). HWMAX annual gain was more profitable for investors over the last year : 32.42 vs. MVCAX (9.76). HWMAX return over 5 years is better than : 84.67 vs. MVCAX (16.48).
HWMAXMVCAXHWMAX / MVCAX
Total Expense Ratio1.210.97125%
Annual Report Gross Expense Ratio1.210.98123%
Fund Existence26 years25 years-
Gain YTD27.13616.694163%
Front Load5%6%91%
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets452M17.4B3%
Annual Yield % from dividends0.931.0886%
Returns for 1 year32.429.76332%
Returns for 3 years49.4727.22182%
Returns for 5 years84.6716.48514%
Returns for 10 years141.3984.38168%
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