Interact to see
Advertisement
Advertisement
HWMZX vs MVCAX
HWMZX vs MVCAX Comparison
Open Charts HWMZX vs MVCAX
Hotchkis & Wiley Mid Cap Value Z
Price$57.39
Change+$0.60 (+1.06%)
VolumeN/A
Net Assets391.28M
HWMZX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMZX vs. MVCAX commentary
Sep 07, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HWMZX (391M). HWMZX pays higher dividends than MVCAX: HWMZX (1.24) vs MVCAX (0.84). 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 : 4.59 vs. MVCAX (-2.57). HWMZX return over 5 years is better than : 151.53 vs. MVCAX (52.00).
| 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 | 4.543 | 5.508 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 17.3B | 2% |
| Annual Yield % from dividends | 1.24 | 0.84 | 148% |
| Returns for 1 year | 4.59 | -2.57 | -179% |
| Returns for 3 years | 37.24 | 18.36 | 203% |
| Returns for 5 years | 151.53 | 52.00 | 291% |
| Returns for 10 years | N/A | 75.57 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AIYY | 2.52 | 0.03 | +1.20% |
| YieldMax AI Option Income Strategy ETF | |||
| CBXJ | 27.37 | 0.23 | +0.84% |
| Calamos Bitcoin 90 Str Alt Prt ETF-Jan | |||
| DRSK | 28.70 | 0.17 | +0.60% |
| Aptus Defined Risk ETF | |||
| EFRA | 34.36 | N/A | N/A |
| iShares Environmental Infras & IndstrETF | |||
| BJUL | 48.75 | -0.11 | -0.23% |
| Innovator U.S. Equity Buffer ETF July | |||