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HMVTX vs MVCAX
HMVTX vs MVCAX Comparison
Open Charts HMVTX vs MVCAX
Hartford MidCap Value R5
Price$18.17
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets1.15B
HMVTX vs MVCAX Comparison Chart in %
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HMVTX 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 HMVTX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HMVTX (1.15B). MVCAX pays higher dividends than HMVTX: MVCAX (0.87) vs HMVTX (0.81). 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 : 1.09 vs. HMVTX (-0.32). MVCAX return over 5 years is better than : 60.39 vs. HMVTX (42.81).
| HMVTX | MVCAX | HMVTX / MVCAX | |
| Total Expense Ratio | 0.88 | 0.99 | 89% |
| Annual Report Gross Expense Ratio | 0.88 | 1.00 | 88% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 2.021 | 2.934 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 17.3B | 7% |
| Annual Yield % from dividends | 0.81 | 0.87 | 92% |
| Returns for 1 year | -0.32 | 1.09 | -29% |
| Returns for 3 years | 7.23 | 18.70 | 39% |
| Returns for 5 years | 42.81 | 60.39 | 71% |
| Returns for 10 years | 13.43 | 64.61 | 21% |
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