HWMZX
Price
$55.61
Change
+$0.21 (+0.38%)
Updated
Jul 3 closing price
Net Assets
393.09M
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
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HWMZX vs MVCAX

Header iconHWMZX vs MVCAX Comparison
Open Charts HWMZX vs MVCAXBanner chart's image
Hotchkis & Wiley Mid Cap Value Z
Price$55.61
Change+$0.21 (+0.38%)
VolumeN/A
Net Assets393.09M
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
HWMZX vs MVCAX Comparison Chart in %
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HWMZX vs. MVCAX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HWMZX (393M). HWMZX pays higher dividends than MVCAX: HWMZX (1.32) vs MVCAX (0.87). 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 : 4.56 vs. MVCAX (1.09). HWMZX return over 5 years is better than : 167.09 vs. MVCAX (60.39).
HWMZXMVCAXHWMZX / MVCAX
Total Expense Ratio0.880.9989%
Annual Report Gross Expense Ratio0.881.0088%
Fund Existence6 years24 years-
Gain YTD1.4602.93450%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets393M17.3B2%
Annual Yield % from dividends1.320.87151%
Returns for 1 year4.561.09417%
Returns for 3 years37.3318.70200%
Returns for 5 years167.0960.39277%
Returns for 10 yearsN/A64.61-
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