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HMVFX vs MVCAX
HMVFX vs MVCAX Comparison
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HMVFX vs MVCAX Comparison Chart
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HMVFX vs. MVCAX commentary
Jun 15, 2025
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 HMVFX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. HMVFX (1.1B). HMVFX pays higher dividends than MVCAX: HMVFX (1.04) vs MVCAX (0.89). HMVFX was incepted earlier than MVCAX: HMVFX (8 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than HMVFX (0.76). HMVFX is a more actively managed with annual turnover of: 132.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than HMVFX: MVCAX (1000) vs HMVFX (1000000). MVCAX annual gain was more profitable for investors over the last year : -4.53 vs. HMVFX (-6.91). MVCAX return over 5 years is better than : 51.98 vs. HMVFX (30.95).
| HMVFX | MVCAX | HMVFX / MVCAX | |
| Total Expense Ratio | 0.76 | 0.99 | 77% |
| Annual Report Gross Expense Ratio | 0.76 | 1.00 | 76% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -3.105 | -2.086 | 149% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 16.6B | 7% |
| Annual Yield % from dividends | 1.04 | 0.89 | 117% |
| Returns for 1 year | -6.91 | -4.53 | 152% |
| Returns for 3 years | 0.05 | 13.00 | 0% |
| Returns for 5 years | 30.95 | 51.98 | 60% |
| Returns for 10 years | N/A | 53.51 | - |