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HWMZX vs MVCAX
HWMZX vs MVCAX Comparison
Open Charts HWMZX vs MVCAX
Hotchkis & Wiley Mid Cap Value Z
Price$48.26
Change+$1.06 (+2.25%)
VolumeN/A
Net Assets343.03M
HWMZX vs MVCAX Comparison Chart
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HWMZX vs. MVCAX commentary
Apr 25, 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: 15.8B vs. HWMZX (343M). 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 : -8.95 vs. HWMZX (-12.01). HWMZX return over 5 years is better than : 162.23 vs. MVCAX (59.24).
| 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 | -13.884 | -8.149 | 170% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 15.8B | 2% |
| Annual Yield % from dividends | 1.37 | 0.90 | 152% |
| Returns for 1 year | -12.01 | -8.95 | 134% |
| Returns for 3 years | 3.94 | -4.00 | -98% |
| Returns for 5 years | 162.23 | 59.24 | 274% |
| Returns for 10 years | N/A | 45.33 | - |
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