Ad is loading...
HWMIX vs MVCAX
HWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAX
Hotchkis & Wiley Mid-Cap Value I
Price$48.01
Change+$4.50 (+10.34%)
VolumeN/A
Net Assets317.6M
HWMIX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWMIX 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 HWMIX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 14.6B vs. HWMIX (318M). HWMIX pays higher dividends than MVCAX: HWMIX (1.21) vs MVCAX (0.90). 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). MVCAX annual gain was more profitable for investors over the last year : -17.72 vs. HWMIX (-20.96). HWMIX return over 5 years is better than : 132.90 vs. MVCAX (43.61).
| 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 | -20.660 | -14.733 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 14.6B | 2% |
| Annual Yield % from dividends | 1.21 | 0.90 | 135% |
| Returns for 1 year | -20.96 | -17.72 | 118% |
| Returns for 3 years | -7.86 | -12.26 | 64% |
| Returns for 5 years | 132.90 | 43.61 | 305% |
| Returns for 10 years | 12.32 | 33.68 | 37% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers