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HRMDX vs MVCAX
HRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAX
Heartland Mid Cap Value Investor
Price$14.24
Change+$0.60 (+4.40%)
VolumeN/A
Net Assets484.19M
HRMDX vs MVCAX Comparison Chart in %
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HRMDX vs. MVCAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. HRMDX (484M). MVCAX (1.20) and HRMDX (1.15) 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. HRMDX annual gain was more profitable for investors over the last year : 5.28 vs. MVCAX (1.90). MVCAX return over 5 years is better than : 23.95 vs. HRMDX (8.51).
| 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 | 7.879 | 4.789 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 17.1B | 3% |
| Annual Yield % from dividends | 1.15 | 1.20 | 96% |
| Returns for 1 year | 5.28 | 1.90 | 279% |
| Returns for 3 years | 8.67 | 11.13 | 78% |
| Returns for 5 years | 8.51 | 23.95 | 36% |
| Returns for 10 years | 80.71 | 99.09 | 81% |
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