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HNMDX vs MVCAX
HNMDX vs MVCAX Comparison
Open Charts HNMDX vs MVCAX
Heartland Mid Cap Value Institutional
Price$13.87
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets562.09M
HNMDX vs MVCAX Comparison Chart in %
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HNMDX vs. MVCAX commentary
Jul 29, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HNMDX (562M). HNMDX pays higher dividends than MVCAX: HNMDX (1.05) vs MVCAX (0.87). 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 : -1.70 vs. HNMDX (-2.90). MVCAX return over 5 years is better than : 54.59 vs. HNMDX (39.66).
| HNMDX | MVCAX | HNMDX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.99 | 1.00 | 99% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 2.954 | 3.814 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 17.3B | 3% |
| Annual Yield % from dividends | 1.05 | 0.87 | 121% |
| Returns for 1 year | -2.90 | -1.70 | 171% |
| Returns for 3 years | 13.14 | 16.54 | 79% |
| Returns for 5 years | 39.66 | 54.59 | 73% |
| Returns for 10 years | 54.41 | 67.90 | 80% |
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