HMVRX
Price
$17.35
Change
+$0.01 (+0.06%)
Updated
Sep 5 closing price
Net Assets
1.16B
MVCAX
Price
$32.37
Change
-$0.00 (-0.00%)
Updated
Sep 5 closing price
Net Assets
17.31B
Interact to see
Advertisement

HMVRX vs MVCAX

Header iconHMVRX vs MVCAX Comparison
Open Charts HMVRX vs MVCAXBanner chart's image
Hartford MidCap Value R3
Price$17.35
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.16B
MFS Mid Cap Value A
Price$32.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets17.31B
HMVRX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HMVRX vs. MVCAX commentary
Sep 08, 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 HMVRX is a Buy and MVCAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HMVRX (1.16B). MVCAX pays higher dividends than HMVRX: MVCAX (0.84) vs HMVRX (0.30). HMVRX was incepted earlier than MVCAX: HMVRX (15 years) vs MVCAX (24 years). HMVRX (1.48) is less costly to investors than MVCAX (1.00). HMVRX is a more actively managed with annual turnover of: 132.00 vs. MVCAX (27.00). HMVRX has a lower initial minimum investment than MVCAX: HMVRX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -2.57 vs. HMVRX (-5.38). MVCAX return over 5 years is better than : 52.00 vs. HMVRX (31.65).
HMVRXMVCAXHMVRX / MVCAX
Total Expense Ratio1.480.99149%
Annual Report Gross Expense Ratio1.481.00148%
Fund Existence15 years24 years-
Gain YTD3.2125.50858%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.16B17.3B7%
Annual Yield % from dividends0.300.8436%
Returns for 1 year-5.38-2.57210%
Returns for 3 years4.1018.3622%
Returns for 5 years31.6552.0061%
Returns for 10 years14.1675.5719%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
INFR26.010.38
+1.46%
ClearBridge Sustainable Infras ETF
GDO11.920.03
+0.25%
Western Asset Global Corporate Opportunity Fund Inc
DES34.380.02
+0.06%
WisdomTree US SmallCap Dividend ETF
DJD54.71-0.24
-0.43%
Invesco Dow Jones Industrial Avg Div ETF
NBET32.26-0.33
-1.03%
Neuberger Berman Engy Trnstn & InfrasETF