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HWMAX vs MVCAX
HWMAX vs MVCAX Comparison
Open Charts HWMAX vs MVCAX
Hotchkis & Wiley Mid-Cap Value A
Price$47.15
Change+$4.42 (+10.34%)
VolumeN/A
Net Assets317.6M
HWMAX vs MVCAX Comparison Chart
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HWMAX vs. MVCAX commentary
Apr 11, 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 HWMAX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.8B vs. HWMAX (318M). HWMAX pays higher dividends than MVCAX: HWMAX (1.05) vs MVCAX (0.90). HWMAX was incepted earlier than MVCAX: HWMAX (24 years) vs MVCAX (24 years). HWMAX (1.20) is less costly to investors than MVCAX (1.00). HWMAX (28.00) and MVCAX (27.00) have comparable annual turnover. MVCAX initial investment is less costly to investors than HWMAX (5%) vs HWMAX (5%). 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 : -17.72 vs. HWMAX (-21.13). HWMAX return over 5 years is better than : 131.08 vs. MVCAX (43.61).
| HWMAX | MVCAX | HWMAX / MVCAX | |
| Total Expense Ratio | 1.20 | 0.99 | 121% |
| Annual Report Gross Expense Ratio | 1.20 | 1.00 | 120% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -20.709 | -14.733 | 141% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 15.8B | 2% |
| Annual Yield % from dividends | 1.05 | 0.90 | 117% |
| Returns for 1 year | -21.13 | -17.72 | 119% |
| Returns for 3 years | -8.26 | -12.26 | 67% |
| Returns for 5 years | 131.08 | 43.61 | 301% |
| Returns for 10 years | 10.28 | 33.68 | 31% |
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