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HWMZX vs VEVYX
HWMZX vs VEVYX Comparison
Open Charts HWMZX vs VEVYX
Hotchkis & Wiley Mid Cap Value Z
Price$48.23
Change-$4.11 (-7.85%)
VolumeN/A
Net Assets384.19M
Victory Sycamore Established Value Y
Price$43.04
Change-$2.25 (-4.97%)
VolumeN/A
Net Assets17.64B
HWMZX vs VEVYX Comparison Chart
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HWMZX vs. VEVYX commentary
Apr 04, 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 VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.6B vs. HWMZX (384M). HWMZX pays higher dividends than VEVYX: HWMZX (1.37) vs VEVYX (1.12). HWMZX was incepted earlier than VEVYX: HWMZX (6 years) vs VEVYX (12 years). HWMZX (0.88) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. HWMZX (28.00). HWMZX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. HWMZX annual gain was more profitable for investors over the last year : -5.35 vs. VEVYX (-7.96). HWMZX return over 5 years is better than : 239.08 vs. VEVYX (83.67).
| HWMZX | VEVYX | HWMZX / VEVYX | |
| Total Expense Ratio | 0.88 | 0.66 | 133% |
| Annual Report Gross Expense Ratio | 0.88 | 0.66 | 133% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | -5.692 | -1.233 | 462% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 17.6B | 2% |
| Annual Yield % from dividends | 1.37 | 1.12 | 122% |
| Returns for 1 year | -5.35 | -7.96 | 67% |
| Returns for 3 years | 7.14 | -4.79 | -149% |
| Returns for 5 years | 239.08 | 83.67 | 286% |
| Returns for 10 years | N/A | 43.64 | - |
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