HWMZX
Price
$55.30
Change
-$0.42 (-0.75%)
Updated
Dec 17 closing price
MVCAX
Price
$31.32
Change
-$0.33 (-1.04%)
Updated
Dec 17 closing price
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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$55.30
Change-$0.42 (-0.75%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$31.32
Change-$0.33 (-1.04%)
VolumeN/A
CapitalizationN/A
HWMZX vs MVCAX Comparison Chart
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HWMZX vs. MVCAX commentary
Dec 18, 2024

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 Hold.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. HWMZX (424M). MVCAX pays higher dividends than HWMZX: MVCAX (1.16) vs HWMZX (0.38). HWMZX was incepted earlier than MVCAX: HWMZX (5 years) vs MVCAX (23 years). HWMZX is a more actively managed with annual turnover of: 35.00 vs. MVCAX (19.00). 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 : 7.20 vs. HWMZX (6.08). HWMZX return over 5 years is better than : 79.54 vs. MVCAX (32.46).
HWMZXMVCAXHWMZX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence5 years23 years-
Gain YTD4.6735.87280%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets424M17.7B2%
Annual Yield % from dividends0.381.1633%
Returns for 1 year6.087.2084%
Returns for 3 years33.175.74578%
Returns for 5 years79.5432.46245%
Returns for 10 yearsN/A68.25-
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