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HMVJX vs MVCAX
HMVJX vs MVCAX Comparison
Open Charts HMVJX vs MVCAX
HMVJX vs MVCAX Comparison Chart in %
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HMVJX vs. MVCAX commentary
Feb 05, 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 HMVJX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HMVJX (1.2B). MVCAX pays higher dividends than HMVJX: MVCAX (1.20) vs HMVJX (0.99). HMVJX was incepted earlier than MVCAX: HMVJX (16 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than HMVJX (0.87). HMVJX is a more actively managed with annual turnover of: 192.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than HMVJX: MVCAX (1000) vs HMVJX (2000). HMVJX annual gain was more profitable for investors over the last year : 3.66 vs. MVCAX (1.90). MVCAX return over 5 years is better than : 23.95 vs. HMVJX (10.29).
| HMVJX | MVCAX | HMVJX / MVCAX | |
| Total Expense Ratio | 0.87 | 0.99 | 88% |
| Annual Report Gross Expense Ratio | 0.87 | 1.00 | 87% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 6.099 | 4.789 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 17.3B | 7% |
| Annual Yield % from dividends | 0.99 | 1.20 | 82% |
| Returns for 1 year | 3.66 | 1.90 | 193% |
| Returns for 3 years | 3.75 | 11.13 | 34% |
| Returns for 5 years | 10.29 | 23.95 | 43% |
| Returns for 10 years | 44.60 | 99.09 | 45% |
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