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HWMIX vs MVCAX
HWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAX
Hotchkis & Wiley Mid-Cap Value I
Price$52.00
Change+$2.13 (+4.27%)
VolumeN/A
Net Assets360.27M
HWMIX vs MVCAX Comparison Chart
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HWMIX vs. MVCAX commentary
May 13, 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 HWMIX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.5B vs. HWMIX (360M). HWMIX pays higher dividends than MVCAX: HWMIX (1.31) vs MVCAX (0.93). HWMIX was incepted earlier than MVCAX: HWMIX (28 years) vs MVCAX (24 years). HWMIX (1.00) and MVCAX (1.00) have similar cost to investors . HWMIX (28.00) and MVCAX (27.00) have comparable annual turnover. MVCAX has a lower initial minimum investment than HWMIX: MVCAX (1000) vs HWMIX (250000). HWMIX annual gain was more profitable for investors over the last year : -7.57 vs. MVCAX (-8.01). HWMIX return over 5 years is better than : 179.92 vs. MVCAX (71.01).
| HWMIX | MVCAX | HWMIX / MVCAX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.00 | 100% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -9.063 | -4.042 | 224% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 16.5B | 2% |
| Annual Yield % from dividends | 1.31 | 0.93 | 141% |
| Returns for 1 year | -7.57 | -8.01 | 95% |
| Returns for 3 years | 13.03 | 4.54 | 287% |
| Returns for 5 years | 179.92 | 71.01 | 253% |
| Returns for 10 years | 27.19 | 49.80 | 55% |
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