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HWMIX vs MVCAX
HWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAX
Hotchkis & Wiley Mid-Cap Value I
Price$52.90
Change+$0.11 (+0.21%)
VolumeN/A
Net Assets374.87M
HWMIX vs MVCAX Comparison Chart in %
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HWMIX vs. MVCAX commentary
Jun 20, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. HWMIX (375M). HWMIX pays higher dividends than MVCAX: HWMIX (1.24) vs MVCAX (0.89). 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). HWMIX annual gain was more profitable for investors over the last year : 1.13 vs. MVCAX (-4.31). HWMIX return over 5 years is better than : 143.05 vs. MVCAX (51.11).
| 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 | -3.538 | -1.890 | 187% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 16.6B | 2% |
| Annual Yield % from dividends | 1.24 | 0.89 | 139% |
| Returns for 1 year | 1.13 | -4.31 | -26% |
| Returns for 3 years | 30.67 | 17.33 | 177% |
| Returns for 5 years | 143.05 | 51.11 | 280% |
| Returns for 10 years | 36.69 | 52.72 | 70% |
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