HMVSX
Price
$18.06
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
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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$18.06
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
HMVSX vs MVCAX Comparison Chart in %
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HMVSX 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 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 (1.16B). MVCAX pays higher dividends than HMVSX: MVCAX (0.84) vs HMVSX (0.48). 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 : -2.57 vs. HMVSX (-4.73). MVCAX return over 5 years is better than : 52.00 vs. HMVSX (34.74).
HMVSXMVCAXHMVSX / MVCAX
Total Expense Ratio1.180.99119%
Annual Report Gross Expense Ratio1.181.00118%
Fund Existence15 years24 years-
Gain YTD3.3775.50861%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.16B17.3B7%
Annual Yield % from dividends0.480.8458%
Returns for 1 year-4.73-2.57184%
Returns for 3 years5.9218.3632%
Returns for 5 years34.7452.0067%
Returns for 10 years18.7175.5725%
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