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HNMDX vs MVCAX
HNMDX vs MVCAX Comparison
Open Charts HNMDX vs MVCAX
Heartland Mid Cap Value Institutional
Price$13.37
Change-$0.18 (-1.33%)
VolumeN/A
Net Assets567.58M
HNMDX vs MVCAX Comparison Chart
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HNMDX 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 HNMDX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. HNMDX (568M). HNMDX pays higher dividends than MVCAX: HNMDX (1.08) vs MVCAX (0.89). 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). HNMDX annual gain was more profitable for investors over the last year : -3.96 vs. MVCAX (-4.53). MVCAX return over 5 years is better than : 51.98 vs. HNMDX (36.85).
| 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 | -1.256 | -2.086 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 568M | 16.6B | 3% |
| Annual Yield % from dividends | 1.08 | 0.89 | 121% |
| Returns for 1 year | -3.96 | -4.53 | 87% |
| Returns for 3 years | 12.42 | 13.00 | 96% |
| Returns for 5 years | 36.85 | 51.98 | 71% |
| Returns for 10 years | 39.02 | 53.51 | 73% |
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