HMVTX
Price
$17.24
Change
-$0.25 (-1.43%)
Updated
Jun 13 closing price
Net Assets
1.1B
MVCAX
Price
$30.04
Change
-$0.44 (-1.44%)
Updated
Jun 13 closing price
Net Assets
16.57B
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HMVTX vs MVCAX

Header iconHMVTX vs MVCAX Comparison
Open Charts HMVTX vs MVCAXBanner chart's image
Hartford MidCap Value R5
Price$17.24
Change-$0.25 (-1.43%)
VolumeN/A
Net Assets1.1B
MFS Mid Cap Value A
Price$30.04
Change-$0.44 (-1.44%)
VolumeN/A
Net Assets16.57B
HMVTX vs MVCAX Comparison Chart
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HMVTX vs. MVCAX commentary
Jun 16, 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 HMVTX is a Hold and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. HMVTX (1.1B). MVCAX pays higher dividends than HMVTX: MVCAX (0.89) vs HMVTX (0.83). HMVTX was incepted earlier than MVCAX: HMVTX (15 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than HMVTX (0.88). HMVTX is a more actively managed with annual turnover of: 132.00 vs. MVCAX (27.00). HMVTX has a lower initial minimum investment than MVCAX: HMVTX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -4.53 vs. HMVTX (-5.93). MVCAX return over 5 years is better than : 51.98 vs. HMVTX (34.67).
HMVTXMVCAXHMVTX / MVCAX
Total Expense Ratio0.880.9989%
Annual Report Gross Expense Ratio0.881.0088%
Fund Existence15 years24 years-
Gain YTD-3.200-2.086153%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.1B16.6B7%
Annual Yield % from dividends0.830.8993%
Returns for 1 year-5.93-4.53131%
Returns for 3 years2.4013.0018%
Returns for 5 years34.6751.9867%
Returns for 10 years4.8553.519%
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