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HWMZX vs MVCAX
HWMZX vs MVCAX Comparison
Open Charts HWMZX vs MVCAX
Hotchkis & Wiley Mid Cap Value Z
Price$57.04
Change+$0.25 (+0.44%)
VolumeN/A
Net Assets426.53M
HWMZX vs MVCAX Comparison Chart
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HWMZX vs. MVCAX commentary
Jan 31, 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: 17.6B vs. HWMZX (427M). 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). HWMZX annual gain was more profitable for investors over the last year : 11.13 vs. MVCAX (9.88). HWMZX return over 5 years is better than : 97.43 vs. MVCAX (37.75).
| HWMZX | MVCAX | HWMZX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 3.612 | 4.172 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 17.6B | 2% |
| Annual Yield % from dividends | 0.38 | 1.16 | 33% |
| Returns for 1 year | 11.13 | 9.88 | 113% |
| Returns for 3 years | 26.07 | 6.84 | 381% |
| Returns for 5 years | 97.43 | 37.75 | 258% |
| Returns for 10 years | N/A | 74.85 | - |
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