HWMZX
Price
$55.63
Change
+$0.22 (+0.40%)
Updated
Jul 25 closing price
Net Assets
384.64M
MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
Interact to see
Advertisement

HWMZX vs MVCAX

Header iconHWMZX vs MVCAX Comparison
Open Charts HWMZX vs MVCAXBanner chart's image
Hotchkis & Wiley Mid Cap Value Z
Price$55.63
Change+$0.22 (+0.40%)
VolumeN/A
Net Assets384.64M
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
HWMZX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HWMZX vs. MVCAX commentary
Jul 28, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HWMZX (385M). HWMZX pays higher dividends than MVCAX: HWMZX (1.32) vs MVCAX (0.87). 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 (28.00) and MVCAX (27.00) have comparable annual turnover. 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 : -0.73 vs. MVCAX (-1.70). HWMZX return over 5 years is better than : 154.89 vs. MVCAX (54.59).
HWMZXMVCAXHWMZX / MVCAX
Total Expense Ratio0.880.9989%
Annual Report Gross Expense Ratio0.881.0088%
Fund Existence6 years24 years-
Gain YTD1.4963.81439%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets385M17.3B2%
Annual Yield % from dividends1.320.87151%
Returns for 1 year-0.73-1.7043%
Returns for 3 years35.1116.54212%
Returns for 5 years154.8954.59284%
Returns for 10 yearsN/A67.90-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IYG88.460.48
+0.55%
iShares US Financial Services ETF
BALI30.740.09
+0.30%
iShares Advantage Large Cap Income ETF
RMI13.900.03
+0.22%
RiverNorth Opportunistic Municipal Income Fund
BENJ50.970.04
+0.07%
Horizon Landmark ETF
FLHK19.17N/A
N/A
Franklin FTSE Hong Kong ETF