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HWMIX vs MVCAX
HWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAX
Hotchkis & Wiley Mid-Cap Value I
Price$58.15
Change+$0.14 (+0.24%)
VolumeN/A
Net Assets379.31M
HWMIX vs MVCAX Comparison Chart in %
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HWMIX vs. MVCAX commentary
Oct 27, 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 StrongBuy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. HWMIX (379M). HWMIX pays higher dividends than MVCAX: HWMIX (1.09) vs MVCAX (0.84). HWMIX was incepted earlier than MVCAX: HWMIX (29 years) vs MVCAX (24 years). HWMIX (1.00) and MVCAX (1.00) have similar cost to investors . HWMIX is a more actively managed with annual turnover of: 31.00 vs. MVCAX (27.00). 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 : 4.10 vs. MVCAX (-6.61). HWMIX return over 5 years is better than : 132.59 vs. MVCAX (45.59).
| HWMIX | MVCAX | HWMIX / MVCAX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.00 | 100% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 6.036 | 5.443 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 17.2B | 2% |
| Annual Yield % from dividends | 1.09 | 0.84 | 130% |
| Returns for 1 year | 4.10 | -6.61 | -62% |
| Returns for 3 years | 33.64 | 19.31 | 174% |
| Returns for 5 years | 132.59 | 45.59 | 291% |
| Returns for 10 years | 69.50 | 75.46 | 92% |
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