HNMDX
Price
$13.63
Change
-$0.08 (-0.58%)
Updated
Aug 15 closing price
Net Assets
534.01M
MVCAX
Price
$31.70
Change
-$0.20 (-0.63%)
Updated
Aug 15 closing price
Net Assets
17.12B
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HNMDX vs MVCAX

Header iconHNMDX vs MVCAX Comparison
Open Charts HNMDX vs MVCAXBanner chart's image
Heartland Mid Cap Value Institutional
Price$13.63
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets534.01M
MFS Mid Cap Value A
Price$31.70
Change-$0.20 (-0.63%)
VolumeN/A
Net Assets17.12B
HNMDX vs MVCAX Comparison Chart in %
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HNMDX vs. MVCAX commentary
Aug 18, 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 HNMDX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. HNMDX (534M). HNMDX pays higher dividends than MVCAX: HNMDX (1.06) vs MVCAX (0.86). HNMDX was incepted earlier than MVCAX: HNMDX (11 years) vs MVCAX (24 years). MVCAX (1.00) and HNMDX (0.99) have similar cost to investors . HNMDX is a more actively managed with annual turnover of: 62.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than HNMDX: MVCAX (1000) vs HNMDX (500000). MVCAX annual gain was more profitable for investors over the last year : -3.52 vs. HNMDX (-6.80). MVCAX return over 5 years is better than : 47.65 vs. HNMDX (30.54).
HNMDXMVCAXHNMDX / MVCAX
Total Expense Ratio0.850.9986%
Annual Report Gross Expense Ratio0.991.0099%
Fund Existence11 years24 years-
Gain YTD0.6653.32520%
Front LoadN/A6%-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets534M17.1B3%
Annual Yield % from dividends1.060.86123%
Returns for 1 year-6.80-3.52193%
Returns for 3 years2.536.8137%
Returns for 5 years30.5447.6564%
Returns for 10 years49.6063.0979%
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