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HWMZX vs MVCAX
HWMZX vs MVCAX Comparison
Open Charts HWMZX vs MVCAX
HWMZX vs MVCAX Comparison Chart in %
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HWMZX vs. MVCAX commentary
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. HWMZX (406M). HWMZX pays higher dividends than MVCAX: HWMZX (1.43) vs MVCAX (1.11). 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 : 22.69 vs. MVCAX (9.45). HWMZX return over 5 years is better than : 71.88 vs. MVCAX (17.60).
| 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 | 14.656 | 13.136 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 17.2B | 2% |
| Annual Yield % from dividends | 1.43 | 1.11 | 129% |
| Returns for 1 year | 22.69 | 9.45 | 240% |
| Returns for 3 years | 44.50 | 20.06 | 222% |
| Returns for 5 years | 71.88 | 17.60 | 408% |
| Returns for 10 years | N/A | 82.57 | - |
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