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HWMIX
Price
$57.37
Change
-$0.02 (-0.03%)
Updated
Nov 14 closing price
MVCAX
Price
$35.37
Change
-$0.35 (-0.98%)
Updated
Nov 14 closing price
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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$57.37
Change-$0.02 (-0.03%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$35.37
Change-$0.35 (-0.98%)
VolumeN/A
CapitalizationN/A
HWMIX vs MVCAX Comparison Chart
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HWMIX vs. MVCAX commentary
Nov 15, 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 HWMIX is a Buy and MVCAX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 18.2B vs. HWMIX (441M). MVCAX pays higher dividends than HWMIX: MVCAX (1.16) vs HWMIX (0.27). HWMIX was incepted earlier than MVCAX: HWMIX (28 years) vs MVCAX (23 years). HWMIX is a more actively managed with annual turnover of: 35.00 vs. MVCAX (19.00). 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 : 27.08 vs. HWMIX (16.75). HWMIX return over 5 years is better than : 88.00 vs. MVCAX (50.22).
HWMIXMVCAXHWMIX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years23 years-
Gain YTD7.23418.57239%
Front LoadN/AN/A-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets441M18.2B2%
Annual Yield % from dividends0.271.1623%
Returns for 1 year16.7527.0862%
Returns for 3 years28.799.36308%
Returns for 5 years88.0050.22175%
Returns for 10 years40.0380.4250%
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