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HWMAX vs MVCAX
HWMAX vs MVCAX Comparison
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HWMAX vs MVCAX Comparison Chart in %
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HWMAX vs. MVCAX commentary
Jun 16, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. HWMAX (408M). MVCAX pays higher dividends than HWMAX: MVCAX (1.16) vs HWMAX (1.03). HWMAX was incepted earlier than MVCAX: HWMAX (25 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 : 30.06 vs. MVCAX (12.68). HWMAX return over 5 years is better than : 61.35 vs. MVCAX (13.79).
| HWMAX | MVCAX | HWMAX / MVCAX | |
| Total Expense Ratio | 1.21 | 0.97 | 125% |
| Annual Report Gross Expense Ratio | 1.21 | 0.98 | 123% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 16.219 | 11.174 | 145% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 17.2B | 2% |
| Annual Yield % from dividends | 1.03 | 1.16 | 89% |
| Returns for 1 year | 30.06 | 12.68 | 237% |
| Returns for 3 years | 50.08 | 21.50 | 233% |
| Returns for 5 years | 61.35 | 13.79 | 445% |
| Returns for 10 years | 136.74 | 85.18 | 161% |
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