HMVSX
Price
$17.79
Change
+$0.08 (+0.45%)
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
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HMVSX vs MVCAX

Header iconHMVSX vs MVCAX Comparison
Open Charts HMVSX vs MVCAXBanner chart's image
Hartford MidCap Value R4
Price$17.79
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets1.15B
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
HMVSX vs MVCAX Comparison Chart in %
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HMVSX vs. MVCAX commentary
Jul 07, 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 HMVSX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HMVSX (1.15B). MVCAX pays higher dividends than HMVSX: MVCAX (0.87) vs HMVSX (0.50). HMVSX was incepted earlier than MVCAX: HMVSX (15 years) vs MVCAX (24 years). HMVSX (1.18) is less costly to investors than MVCAX (1.00). HMVSX is a more actively managed with annual turnover of: 132.00 vs. MVCAX (27.00). HMVSX has a lower initial minimum investment than MVCAX: HMVSX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 1.09 vs. HMVSX (-0.85). MVCAX return over 5 years is better than : 60.39 vs. HMVSX (40.28).
HMVSXMVCAXHMVSX / MVCAX
Total Expense Ratio1.180.99119%
Annual Report Gross Expense Ratio1.181.00118%
Fund Existence15 years24 years-
Gain YTD1.8322.93462%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.15B17.3B7%
Annual Yield % from dividends0.500.8757%
Returns for 1 year-0.851.09-77%
Returns for 3 years5.6818.7030%
Returns for 5 years40.2860.3967%
Returns for 10 years9.9064.6115%
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