HMVRX
Price
$17.10
Change
+$0.08 (+0.47%)
Updated
Jul 3 closing price
Net Assets
1.15B
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
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$17.10
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets1.15B
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
HMVRX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HMVRX vs. MVCAX commentary
Jul 06, 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 (1.15B). MVCAX pays higher dividends than HMVRX: MVCAX (0.87) vs HMVRX (0.31). 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 : 1.09 vs. HMVRX (-1.56). MVCAX return over 5 years is better than : 60.39 vs. HMVRX (36.99).
HMVRXMVCAXHMVRX / MVCAX
Total Expense Ratio1.480.99149%
Annual Report Gross Expense Ratio1.481.00148%
Fund Existence15 years24 years-
Gain YTD1.7252.93459%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.15B17.3B7%
Annual Yield % from dividends0.310.8736%
Returns for 1 year-1.561.09-143%
Returns for 3 years3.9018.7021%
Returns for 5 years36.9960.3961%
Returns for 10 years5.7564.619%
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 %
BTA9.260.11
+1.20%
Blackrock Long-Term Municipal Advantage Trust
TDIV92.320.70
+0.76%
First Trust NASDAQ Technology Div ETF
JIVE69.810.25
+0.37%
JPMorgan International Value ETF
NUMI24.37N/A
N/A
Nuveen Municipal Income ETF
UST42.63-0.34
-0.79%
ProShares Ultra 7-10 Year Treasury