Interact to see
Advertisement
Advertisement
HRMDX vs MVCAX
HRMDX vs MVCAX Comparison
Open Charts HRMDX vs MVCAX
Heartland Mid Cap Value Investor
Price$13.53
Change-$0.09 (-0.66%)
VolumeN/A
Net Assets534.01M
HRMDX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HRMDX vs. MVCAX commentary
Aug 18, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. HRMDX (534M). MVCAX pays higher dividends than HRMDX: MVCAX (0.86) vs HRMDX (0.80). 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 : -3.52 vs. HRMDX (-7.10). MVCAX return over 5 years is better than : 47.65 vs. HRMDX (28.72).
| 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 | 0.445 | 3.325 | 13% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 534M | 17.1B | 3% |
| Annual Yield % from dividends | 0.80 | 0.86 | 92% |
| Returns for 1 year | -7.10 | -3.52 | 202% |
| Returns for 3 years | 1.72 | 6.81 | 25% |
| Returns for 5 years | 28.72 | 47.65 | 60% |
| Returns for 10 years | 46.51 | 63.09 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PQJL | 27.66 | 0.25 | +0.91% |
| PGIM NASDAQ-100 BUFFER 12 ETF - JULY | |||
| HELX | 29.58 | 0.21 | +0.73% |
| Franklin Genomic Advancements ETF | |||
| IDOG | 36.00 | 0.23 | +0.64% |
| ALPS International Sector Div Dogs ETF | |||
| FAAR | 28.92 | 0.02 | +0.06% |
| First Trust Alt Abs Ret Strat ETF | |||
| SECT | 60.05 | -0.22 | -0.37% |
| Main Sector Rotation ETF | |||