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HWMZX vs MVCAX
HWMZX vs MVCAX Comparison
Open Charts HWMZX vs MVCAX
Hotchkis & Wiley Mid Cap Value Z
Price$58.98
Change+$0.93 (+1.60%)
VolumeN/A
Net Assets379.78M
HWMZX vs MVCAX Comparison Chart in %
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HWMZX vs. MVCAX commentary
Dec 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. HWMZX (380M). HWMZX pays higher dividends than MVCAX: HWMZX (1.22) vs MVCAX (0.83). 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 (27.00). 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 : 0.28 vs. MVCAX (-10.42). HWMZX return over 5 years is better than : 95.28 vs. MVCAX (34.05).
| HWMZX | MVCAX | HWMZX / MVCAX | |
| Total Expense Ratio | 0.88 | 0.99 | 89% |
| Annual Report Gross Expense Ratio | 0.88 | 1.00 | 88% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 6.130 | 5.280 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 17B | 2% |
| Annual Yield % from dividends | 1.22 | 0.83 | 146% |
| Returns for 1 year | 0.28 | -10.42 | -3% |
| Returns for 3 years | 25.17 | 10.29 | 245% |
| Returns for 5 years | 95.28 | 34.05 | 280% |
| Returns for 10 years | N/A | 72.82 | - |
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