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HWMIX vs MVCAX
HWMIX vs MVCAX Comparison
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HWMIX vs MVCAX Comparison Chart in %
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HWMIX vs. MVCAX commentary
Aug 03, 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: 17.4B vs. HWMIX (427M). HWMIX pays higher dividends than MVCAX: HWMIX (1.15) vs MVCAX (1.09). 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: 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 : 32.16 vs. MVCAX (11.71). HWMIX return over 5 years is better than : 82.08 vs. MVCAX (17.90).
| 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 | 20.980 | 14.699 | 143% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 17.4B | 2% |
| Annual Yield % from dividends | 1.15 | 1.09 | 105% |
| Returns for 1 year | 32.16 | 11.71 | 275% |
| Returns for 3 years | 42.96 | 19.96 | 215% |
| Returns for 5 years | 82.08 | 17.90 | 459% |
| Returns for 10 years | 149.15 | 85.46 | 175% |
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