Interact to see
Advertisement
Advertisement
HWMZX vs MVCAX
HWMZX vs MVCAX Comparison
Open Charts HWMZX vs MVCAX
Hotchkis & Wiley Mid Cap Value Z
Price$50.18
Change-$0.16 (-0.32%)
VolumeN/A
Net Assets360.77M
HWMZX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWMZX vs. MVCAX commentary
May 24, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. HWMZX (361M). HWMZX pays higher dividends than MVCAX: HWMZX (1.48) vs MVCAX (0.93). 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 (-6.84) and MVCAX (-7.18) have marching annual gain over last year. HWMZX return over 5 years is better than : 156.22 vs. MVCAX (59.35).
| 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 | -8.155 | -2.934 | 278% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 16.6B | 2% |
| Annual Yield % from dividends | 1.48 | 0.93 | 159% |
| Returns for 1 year | -6.84 | -7.18 | 95% |
| Returns for 3 years | 12.53 | 5.86 | 214% |
| Returns for 5 years | 156.22 | 59.35 | 263% |
| Returns for 10 years | N/A | 51.03 | - |
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 % |
| ANGL | 28.45 | 0.07 | +0.25% |
| VanEck Fallen Angel HiYld Bd ETF | |||
| SPXT | 92.38 | 0.04 | +0.04% |
| ProShares S&P 500® ex-Technology | |||
| BGB | 11.72 | N/A | N/A |
| Blackstone Strategic Credit 2027 Term Fund | |||
| SPDV | 31.55 | N/A | N/A |
| AAM S&P 500 High Dividend Value ETF | |||
| DIVD | 34.68 | -0.07 | -0.19% |
| Altrius Global Dividend ETF | |||