Interact to see
Advertisement
Advertisement
HWMZX vs MVCAX
HWMZX vs MVCAX Comparison
Open Charts HWMZX vs MVCAX
HWMZX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMZX vs. MVCAX commentary
Aug 12, 2026
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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.8B vs. HWMZX (443M). HWMZX pays higher dividends than MVCAX: HWMZX (1.32) vs MVCAX (1.09). HWMZX was incepted earlier than MVCAX: HWMZX (7 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than HWMZX (0.88). HWMZX is a more actively managed with annual turnover of: 31.00 vs. MVCAX (24.00). 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 : 38.35 vs. MVCAX (14.75). HWMZX return over 5 years is better than : 82.42 vs. MVCAX (18.01).
| HWMZX | MVCAX | HWMZX / MVCAX | |
| Total Expense Ratio | 0.88 | 0.97 | 91% |
| Annual Report Gross Expense Ratio | 0.88 | 0.98 | 90% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 25.039 | 17.592 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 443M | 17.8B | 2% |
| Annual Yield % from dividends | 1.32 | 1.09 | 121% |
| Returns for 1 year | 38.35 | 14.75 | 260% |
| Returns for 3 years | 47.69 | 25.43 | 188% |
| Returns for 5 years | 82.42 | 18.01 | 458% |
| Returns for 10 years | N/A | 87.71 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers