HWMZX
Price
$48.23
Change
-$4.11 (-7.85%)
Updated
Apr 3 closing price
Net Assets
384.19M
MVCAX
Price
$28.58
Change
-$1.68 (-5.55%)
Updated
Apr 3 closing price
Net Assets
16.94B
Ad is loading...

HWMZX vs MVCAX

Header iconHWMZX vs MVCAX Comparison
Open Charts HWMZX vs MVCAXBanner chart's image
Hotchkis & Wiley Mid Cap Value Z
Price$48.23
Change-$4.11 (-7.85%)
VolumeN/A
Net Assets384.19M
MFS Mid Cap Value A
Price$28.58
Change-$1.68 (-5.55%)
VolumeN/A
Net Assets16.94B
HWMZX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
HWMZX vs. MVCAX commentary
Apr 04, 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 StrongBuy.

Ad is loading...
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. HWMZX (384M). HWMZX pays higher dividends than MVCAX: HWMZX (1.37) vs MVCAX (0.90). 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). MVCAX annual gain was more profitable for investors over the last year : -4.59 vs. HWMZX (-5.35). HWMZX return over 5 years is better than : 239.08 vs. MVCAX (96.65).
HWMZXMVCAXHWMZX / MVCAX
Total Expense Ratio0.880.9989%
Annual Report Gross Expense Ratio0.881.0088%
Fund Existence6 years24 years-
Gain YTD-5.692-1.369416%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets384M16.9B2%
Annual Yield % from dividends1.370.90152%
Returns for 1 year-5.35-4.59117%
Returns for 3 years7.140.73976%
Returns for 5 years239.0896.65247%
Returns for 10 yearsN/A55.23-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SPHD50.040.04
+0.08%
Invesco S&P 500® High Div Low Vol ETF
MIO11.900.01
+0.08%
Pioneer Municipal High Income Opportunities Fund
EMCB65.36-0.05
-0.07%
WisdomTree Emerging Markets Corp Bd ETF
EMD9.86-0.01
-0.10%
Western Asset Emerging Markets Debt Fund
MSOX3.77-0.09
-2.33%
AdvisorShares MSOS Daily Leveraged ETF