Interact to see
Advertisement
Advertisement
HWMZX vs MVCAX
HWMZX vs MVCAX Comparison
Open Charts HWMZX vs MVCAX
Hotchkis & Wiley Mid Cap Value Z
Price$57.48
Change+$1.08 (+1.91%)
VolumeN/A
Net Assets369.32M
HWMZX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMZX vs. MVCAX commentary
Oct 15, 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 HWMZX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. HWMZX (369M). HWMZX pays higher dividends than MVCAX: HWMZX (1.23) vs MVCAX (0.84). HWMZX was incepted earlier than MVCAX: HWMZX (6 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than HWMZX (0.88). HWMZX is a more actively managed with annual turnover of: 31.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than HWMZX: MVCAX (1000) vs HWMZX (1000000). HWMZX annual gain was more profitable for investors over the last year : -0.81 vs. MVCAX (-7.92). HWMZX return over 5 years is better than : 138.08 vs. MVCAX (45.10).
| HWMZX | MVCAX | HWMZX / MVCAX | |
| Total Expense Ratio | 0.88 | 0.99 | 89% |
| Annual Report Gross Expense Ratio | 0.88 | 1.00 | 88% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 2.901 | 4.270 | 68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 16.7B | 2% |
| Annual Yield % from dividends | 1.23 | 0.84 | 146% |
| Returns for 1 year | -0.81 | -7.92 | 10% |
| Returns for 3 years | 40.44 | 25.51 | 159% |
| Returns for 5 years | 138.08 | 45.10 | 306% |
| Returns for 10 years | N/A | 72.20 | - |
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 % |
| AMID | 34.13 | 0.29 | +0.86% |
| Argent Mid Cap ETF | |||
| STXI | 30.04 | 0.10 | +0.32% |
| Strive International Developed Mkts ETF | |||
| JANH | 24.78 | N/A | N/A |
| Innovator Premium Income 20 Bar ETF -Jan | |||
| AOA | 87.60 | -0.07 | -0.08% |
| iShares Core 80/20 Aggressive Allc ETF | |||
| GVIP | 152.39 | -0.83 | -0.54% |
| Goldman Sachs Hedge Industry VIP ETF | |||