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HWMZX vs VEVYX
HWMZX vs VEVYX Comparison
Open Charts HWMZX vs VEVYX
Hotchkis & Wiley Mid Cap Value Z
Price$50.18
Change-$0.16 (-0.32%)
VolumeN/A
Net Assets360.77M
Victory Sycamore Established Value Y
Price$44.50
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets17.2B
HWMZX vs VEVYX Comparison Chart
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HWMZX vs. VEVYX commentary
May 24, 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: 17.2B vs. HWMZX (361M). HWMZX pays higher dividends than VEVYX: HWMZX (1.48) vs VEVYX (1.15). 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 : -6.84 vs. VEVYX (-8.66). HWMZX return over 5 years is better than : 156.22 vs. VEVYX (48.12).
| 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 | -8.155 | -2.803 | 291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 17.2B | 2% |
| Annual Yield % from dividends | 1.48 | 1.15 | 128% |
| Returns for 1 year | -6.84 | -8.66 | 79% |
| Returns for 3 years | 12.53 | -0.93 | -1,354% |
| Returns for 5 years | 156.22 | 48.12 | 325% |
| Returns for 10 years | N/A | 40.28 | - |
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