HNMDX
Price
$13.80
Change
-$0.05 (-0.36%)
Updated
Dec 12 closing price
Net Assets
489M
MVCAX
Price
$30.46
Change
-$0.28 (-0.91%)
Updated
Dec 12 closing price
Net Assets
17.04B
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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$13.80
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets489M
MFS Mid Cap Value A
Price$30.46
Change-$0.28 (-0.91%)
VolumeN/A
Net Assets17.04B
HNMDX vs MVCAX Comparison Chart in %
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HNMDX vs. MVCAX commentary
Dec 14, 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: 17B vs. HNMDX (489M). HNMDX pays higher dividends than MVCAX: HNMDX (1.06) vs MVCAX (0.83). 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 (24.00). 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 : -4.12 vs. HNMDX (-6.43). MVCAX return over 5 years is better than : 27.20 vs. HNMDX (11.81).
HNMDXMVCAXHNMDX / MVCAX
Total Expense Ratio0.850.9986%
Annual Report Gross Expense Ratio0.991.0099%
Fund Existence11 years24 years-
Gain YTD2.2900.1961,171%
Front LoadN/A6%-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets489M17B3%
Annual Yield % from dividends1.060.83127%
Returns for 1 year-6.43-4.12156%
Returns for 3 years6.2012.8548%
Returns for 5 years11.8127.2043%
Returns for 10 years61.8272.4185%
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