HRMDX
Price
$13.85
Change
+$0.10 (+0.73%)
Updated
Jul 25 closing price
Net Assets
562.09M
MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
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HRMDX vs MVCAX

Header iconHRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAXBanner chart's image
Heartland Mid Cap Value Investor
Price$13.85
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets562.09M
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
HRMDX vs MVCAX Comparison Chart in %
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HRMDX vs. MVCAX commentary
Jul 27, 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 HRMDX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HRMDX (562M). MVCAX pays higher dividends than HRMDX: MVCAX (0.87) vs HRMDX (0.79). HRMDX was incepted earlier than MVCAX: HRMDX (11 years) vs MVCAX (24 years). HRMDX (1.18) is less costly to investors than MVCAX (1.00). HRMDX is a more actively managed with annual turnover of: 62.00 vs. MVCAX (27.00). HRMDX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -1.70 vs. HRMDX (-3.12). MVCAX return over 5 years is better than : 54.59 vs. HRMDX (37.86).
HRMDXMVCAXHRMDX / MVCAX
Total Expense Ratio1.100.99111%
Annual Report Gross Expense Ratio1.181.00118%
Fund Existence11 years24 years-
Gain YTD2.8213.81474%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets562M17.3B3%
Annual Yield % from dividends0.790.8791%
Returns for 1 year-3.12-1.70184%
Returns for 3 years12.3216.5474%
Returns for 5 years37.8654.5969%
Returns for 10 years51.3667.9076%
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