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HWMAX vs MVCAX
HWMAX vs MVCAX Comparison
Open Charts HWMAX vs MVCAX
HWMAX vs MVCAX Comparison Chart in %
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HWMAX vs. MVCAX commentary
Jul 06, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. HWMAX (397M). MVCAX pays higher dividends than HWMAX: MVCAX (1.11) vs HWMAX (1.05). 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 : 21.05 vs. MVCAX (9.75). HWMAX return over 5 years is better than : 60.77 vs. MVCAX (16.15).
| HWMAX | MVCAX | HWMAX / MVCAX | |
| Total Expense Ratio | 1.21 | 0.97 | 125% |
| Annual Report Gross Expense Ratio | 1.21 | 0.98 | 123% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 13.446 | 13.402 | 100% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 17.4B | 2% |
| Annual Yield % from dividends | 1.05 | 1.11 | 95% |
| Returns for 1 year | 21.05 | 9.75 | 216% |
| Returns for 3 years | 44.62 | 21.59 | 207% |
| Returns for 5 years | 60.77 | 16.15 | 376% |
| Returns for 10 years | 132.16 | 87.26 | 151% |
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