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HWMIX vs MVCAX
HWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAX
Hotchkis & Wiley Mid-Cap Value I
Price$57.43
Change-$0.17 (-0.30%)
VolumeN/A
Net Assets393.16M
HWMIX vs MVCAX Comparison Chart in %
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HWMIX vs. MVCAX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HWMIX (393M). HWMIX pays higher dividends than MVCAX: HWMIX (1.10) 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 (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 : 5.94 vs. MVCAX (-3.75). HWMIX return over 5 years is better than : 150.51 vs. MVCAX (50.74).
| HWMIX | MVCAX | HWMIX / MVCAX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.00 | 100% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 5.033 | 5.346 | 94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 17.3B | 2% |
| Annual Yield % from dividends | 1.10 | 0.84 | 132% |
| Returns for 1 year | 5.94 | -3.75 | -158% |
| Returns for 3 years | 37.04 | 18.43 | 201% |
| Returns for 5 years | 150.51 | 50.74 | 297% |
| Returns for 10 years | 67.62 | 77.28 | 88% |
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