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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
Jun 20, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. HWMIX (389M). HWMIX pays higher dividends than MVCAX: HWMIX (1.23) vs MVCAX (1.16). HWMIX was incepted earlier than MVCAX: HWMIX (29 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: 31.00 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 : 24.27 vs. MVCAX (11.48). HWMIX return over 5 years is better than : 64.88 vs. MVCAX (17.08).
| HWMIX | MVCAX | HWMIX / MVCAX | |
| Total Expense Ratio | 1.00 | 0.97 | 103% |
| Annual Report Gross Expense Ratio | 1.00 | 0.98 | 102% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 11.124 | 10.210 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 17B | 2% |
| Annual Yield % from dividends | 1.23 | 1.16 | 106% |
| Returns for 1 year | 24.27 | 11.48 | 211% |
| Returns for 3 years | 40.70 | 17.98 | 226% |
| Returns for 5 years | 64.88 | 17.08 | 380% |
| Returns for 10 years | 125.94 | 82.08 | 153% |
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