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HRMDX vs MVCAX
HRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAX
Heartland Mid Cap Value Investor
Price$13.35
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets478.79M
HRMDX vs MVCAX Comparison Chart in %
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HRMDX vs. MVCAX commentary
Dec 28, 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 Hold and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. HRMDX (479M). MVCAX (0.83) and HRMDX (0.80) have matching dividends . 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 (24.00). HRMDX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -1.74 vs. HRMDX (-1.98). MVCAX return over 5 years is better than : 23.93 vs. HRMDX (6.08).
| HRMDX | MVCAX | HRMDX / MVCAX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.18 | 1.00 | 118% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -0.891 | -0.652 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 16.8B | 3% |
| Annual Yield % from dividends | 0.80 | 0.83 | 96% |
| Returns for 1 year | -1.98 | -1.74 | 114% |
| Returns for 3 years | 4.13 | 13.98 | 30% |
| Returns for 5 years | 6.08 | 23.93 | 25% |
| Returns for 10 years | 51.06 | 72.86 | 70% |
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