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HWMAX
Price
$55.87
Change
-$0.45 (-0.80%)
Updated
Nov 15 closing price
MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
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HWMAX vs MVCAX

Header iconHWMAX vs MVCAX Comparison
Open Charts HWMAX vs MVCAXBanner chart's image
Hotchkis & Wiley Mid-Cap Value A
Price$55.87
Change-$0.45 (-0.80%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
HWMAX vs MVCAX Comparison Chart
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HWMAX vs. MVCAX commentary
Nov 18, 2024

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 HWMAX is a Buy and MVCAX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. HWMAX (437M). MVCAX pays higher dividends than HWMAX: MVCAX (1.16) vs HWMAX (0.10). HWMAX was incepted earlier than MVCAX: HWMAX (24 years) vs MVCAX (23 years). HWMAX is a more actively managed with annual turnover of: 35.00 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than HWMAX: MVCAX (1000) vs HWMAX (2500). MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. HWMAX (17.21). HWMAX return over 5 years is better than : 85.02 vs. MVCAX (49.25).
HWMAXMVCAXHWMAX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years23 years-
Gain YTD6.19717.80135%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets437M17.9B2%
Annual Yield % from dividends0.101.169%
Returns for 1 year17.2126.8464%
Returns for 3 years27.298.55319%
Returns for 5 years85.0249.25173%
Returns for 10 years35.4978.6445%
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