HWMIX
Price
$58.15
Change
+$0.14 (+0.24%)
Updated
Oct 24 closing price
Net Assets
379.31M
MVCAX
Price
$32.35
Change
-$0.04 (-0.12%)
Updated
Oct 24 closing price
Net Assets
17.18B
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HWMIX vs MVCAX

Header iconHWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAXBanner chart's image
Hotchkis & Wiley Mid-Cap Value I
Price$58.15
Change+$0.14 (+0.24%)
VolumeN/A
Net Assets379.31M
MFS Mid Cap Value A
Price$32.35
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets17.18B
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.

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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).
HWMIXMVCAXHWMIX / MVCAX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.001.00100%
Fund Existence29 years24 years-
Gain YTD6.0365.443111%
Front LoadN/A6%-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets379M17.2B2%
Annual Yield % from dividends1.090.84130%
Returns for 1 year4.10-6.61-62%
Returns for 3 years33.6419.31174%
Returns for 5 years132.5945.59291%
Returns for 10 years69.5075.4692%
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