HWMZX
Price
$61.15
Change
+$3.58 (+6.22%)
Updated
Feb 3 closing price
Net Assets
393.04M
MVCAX
Price
$31.51
Change
-$0.46 (-1.44%)
Updated
Feb 3 closing price
Net Assets
17.11B
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HWMZX vs MVCAX

Header iconHWMZX vs MVCAX Comparison
Open Charts HWMZX vs MVCAXBanner chart's image
Hotchkis & Wiley Mid Cap Value Z
Price$61.15
Change+$3.58 (+6.22%)
VolumeN/A
Net Assets393.04M
MFS Mid Cap Value A
Price$31.51
Change-$0.46 (-1.44%)
VolumeN/A
Net Assets17.11B
HWMZX vs MVCAX Comparison Chart in %
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HWMZX vs. MVCAX commentary
Feb 04, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. HWMZX (393M). HWMZX pays higher dividends than MVCAX: HWMZX (1.52) vs MVCAX (1.20). HWMZX was incepted earlier than MVCAX: HWMZX (6 years) vs MVCAX (24 years). MVCAX (1.00) 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 : 11.51 vs. MVCAX (1.90). HWMZX return over 5 years is better than : 77.34 vs. MVCAX (23.95).
HWMZXMVCAXHWMZX / MVCAX
Total Expense Ratio0.880.9989%
Annual Report Gross Expense Ratio0.881.0088%
Fund Existence6 years24 years-
Gain YTD4.9434.789103%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets393M17.1B2%
Annual Yield % from dividends1.521.20127%
Returns for 1 year11.511.90607%
Returns for 3 years26.3111.13236%
Returns for 5 years77.3423.95323%
Returns for 10 yearsN/A99.09-
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