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HWMIX vs MVCAX
HWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAX
HWMIX vs MVCAX Comparison Chart in %
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HWMIX vs. MVCAX commentary
Sep 12, 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 HWMIX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. HWMIX (436M). HWMIX (1.10) and MVCAX (1.08) have matching dividends . HWMIX was incepted earlier than MVCAX: HWMIX (30 years) vs MVCAX (25 years). HWMIX (1.00) and MVCAX (0.98) have similar cost to investors . HWMIX is a more actively managed with annual turnover of: 52.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than HWMIX: MVCAX (1000) vs HWMIX (250000). HWMIX annual gain was more profitable for investors over the last year : 27.01 vs. MVCAX (5.51). HWMIX return over 5 years is better than : 88.03 vs. MVCAX (15.15).
| HWMIX | MVCAX | HWMIX / MVCAX | |
| Total Expense Ratio | 1.00 | 0.97 | 103% |
| Annual Report Gross Expense Ratio | 1.00 | 0.98 | 102% |
| Fund Existence | 30 years | 25 years | - |
| Gain YTD | 24.717 | 12.903 | 192% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 16.8B | 3% |
| Annual Yield % from dividends | 1.10 | 1.08 | 102% |
| Returns for 1 year | 27.01 | 5.51 | 490% |
| Returns for 3 years | 49.80 | 23.61 | 211% |
| Returns for 5 years | 88.03 | 15.15 | 581% |
| Returns for 10 years | 146.69 | 83.46 | 176% |
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