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HWMZX vs MVCAX
HWMZX vs MVCAX Comparison
Open Charts HWMZX vs MVCAX
Hotchkis & Wiley Mid Cap Value Z
Price$57.73
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets390.57M
HWMZX vs MVCAX Comparison Chart in %
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HWMZX vs. MVCAX commentary
Sep 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 HWMZX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. HWMZX (391M). HWMZX pays higher dividends than MVCAX: HWMZX (1.24) 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 (28.00) and MVCAX (27.00) have comparable annual turnover. 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 : 4.02 vs. MVCAX (-5.36). HWMZX return over 5 years is better than : 155.94 vs. MVCAX (52.29).
| 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 | 5.273 | 4.563 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 17.1B | 2% |
| Annual Yield % from dividends | 1.24 | 0.84 | 148% |
| Returns for 1 year | 4.02 | -5.36 | -75% |
| Returns for 3 years | 37.58 | 17.55 | 214% |
| Returns for 5 years | 155.94 | 52.29 | 298% |
| Returns for 10 years | N/A | 75.96 | - |
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