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HWMIX vs MVCAX
HWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAX
Hotchkis & Wiley Mid-Cap Value I
Price$55.33
Change-$0.42 (-0.75%)
VolumeN/A
CapitalizationN/A
HWMIX vs MVCAX Comparison Chart
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HWMIX vs. MVCAX commentary
Dec 18, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. HWMIX (424M). 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 : 7.20 vs. HWMIX (5.95). HWMIX return over 5 years is better than : 78.61 vs. MVCAX (32.46).
| 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 | 4.546 | 5.872 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 17.7B | 2% |
| Annual Yield % from dividends | 0.27 | 1.16 | 23% |
| Returns for 1 year | 5.95 | 7.20 | 83% |
| Returns for 3 years | 32.85 | 5.74 | 572% |
| Returns for 5 years | 78.61 | 32.46 | 242% |
| Returns for 10 years | 46.75 | 68.25 | 68% |
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