HMVRX
Price
$17.04
Change
+$0.04 (+0.24%)
Updated
Oct 17 closing price
Net Assets
1.13B
MVCAX
Price
$31.78
Change
+$0.15 (+0.47%)
Updated
Oct 17 closing price
Net Assets
16.89B
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HMVRX vs MVCAX

Header iconHMVRX vs MVCAX Comparison
Open Charts HMVRX vs MVCAXBanner chart's image
Hartford MidCap Value R3
Price$17.04
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets1.13B
MFS Mid Cap Value A
Price$31.78
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets16.89B
HMVRX vs MVCAX Comparison Chart in %
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HMVRX vs. MVCAX commentary
Oct 21, 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 Hold and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. HMVRX (1.13B). 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 : -9.14 vs. HMVRX (-12.00). MVCAX return over 5 years is better than : 44.40 vs. HMVRX (27.29).
HMVRXMVCAXHMVRX / MVCAX
Total Expense Ratio1.480.99149%
Annual Report Gross Expense Ratio1.481.00148%
Fund Existence15 years24 years-
Gain YTD1.3683.58538%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.13B16.9B7%
Annual Yield % from dividends0.300.8436%
Returns for 1 year-12.00-9.14131%
Returns for 3 years4.7420.0724%
Returns for 5 years27.2944.4061%
Returns for 10 years9.6170.9814%
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