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HWMZX vs VEVYX
HWMZX vs VEVYX Comparison
Open Charts HWMZX vs VEVYX
Hotchkis & Wiley Mid Cap Value Z
Price$54.34
Change+$0.35 (+0.65%)
VolumeN/A
Net Assets404.61M
Victory Sycamore Established Value Y
Price$46.72
Change+$0.58 (+1.26%)
VolumeN/A
Net Assets18.26B
HWMZX vs VEVYX Comparison Chart
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HWMZX vs. VEVYX commentary
Mar 02, 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: 18.3B vs. HWMZX (405M). VEVYX pays higher dividends than HWMZX: VEVYX (1.26) vs HWMZX (0.38). HWMZX was incepted earlier than VEVYX: HWMZX (5 years) vs VEVYX (12 years). HWMZX is a more actively managed with annual turnover of: 35.00 vs. VEVYX (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 : 4.56 vs. VEVYX (-2.83). HWMZX return over 5 years is better than : 115.66 vs. VEVYX (39.36).
| HWMZX | VEVYX | HWMZX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | -1.496 | 0.413 | -362% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 405M | 18.3B | 2% |
| Annual Yield % from dividends | 0.38 | 1.26 | 31% |
| Returns for 1 year | 4.56 | -2.83 | -161% |
| Returns for 3 years | 20.27 | 1.69 | 1,199% |
| Returns for 5 years | 115.66 | 39.36 | 294% |
| Returns for 10 years | N/A | 47.25 | - |
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