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HWMIX vs MVCAX
HWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAX
Hotchkis & Wiley Mid-Cap Value I
Price$57.06
Change+$0.25 (+0.44%)
VolumeN/A
Net Assets426.53M
HWMIX vs MVCAX Comparison Chart
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HWMIX vs. MVCAX commentary
Jan 31, 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: 17.6B vs. HWMIX (427M). 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). HWMIX annual gain was more profitable for investors over the last year : 10.99 vs. MVCAX (9.88). HWMIX return over 5 years is better than : 96.36 vs. MVCAX (37.75).
| HWMIX | MVCAX | HWMIX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 3.592 | 4.172 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 17.6B | 2% |
| Annual Yield % from dividends | 0.27 | 1.16 | 23% |
| Returns for 1 year | 10.99 | 9.88 | 111% |
| Returns for 3 years | 25.75 | 6.84 | 376% |
| Returns for 5 years | 96.36 | 37.75 | 255% |
| Returns for 10 years | 55.16 | 74.85 | 74% |
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