HWMAX
Price
$53.11
Change
+$0.60 (+1.14%)
Updated
Dec 20 closing price
MVCAX
Price
$30.70
Change
+$0.40 (+1.32%)
Updated
Dec 20 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$53.11
Change+$0.60 (+1.14%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$30.70
Change+$0.40 (+1.32%)
VolumeN/A
CapitalizationN/A
HWMAX vs MVCAX Comparison Chart
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HWMAX vs. MVCAX commentary
Dec 22, 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 Hold and MVCAX is a Hold.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. HWMAX (406M). 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 : 4.62 vs. HWMAX (2.39). HWMAX return over 5 years is better than : 73.32 vs. MVCAX (29.00).
HWMAXMVCAXHWMAX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years23 years-
Gain YTD1.9033.77750%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets406M16.9B2%
Annual Yield % from dividends0.101.169%
Returns for 1 year2.394.6252%
Returns for 3 years27.123.21846%
Returns for 5 years73.3229.00253%
Returns for 10 years39.3663.2862%
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