HWMIX
Price
$58.75
Change
+$0.85 (+1.47%)
Updated
Oct 3 closing price
Net Assets
391.31M
MVCAX
Price
$32.44
Change
+$0.22 (+0.68%)
Updated
Oct 3 closing price
Net Assets
17.24B
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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$58.75
Change+$0.85 (+1.47%)
VolumeN/A
Net Assets391.31M
MFS Mid Cap Value A
Price$32.44
Change+$0.22 (+0.68%)
VolumeN/A
Net Assets17.24B
HWMIX vs MVCAX Comparison Chart in %
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HWMIX vs. MVCAX commentary
Oct 06, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. HWMIX (391M). HWMIX pays higher dividends than MVCAX: HWMIX (1.09) 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 : 5.32 vs. MVCAX (-4.63). HWMIX return over 5 years is better than : 159.60 vs. MVCAX (53.86).
HWMIXMVCAXHWMIX / MVCAX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.001.00100%
Fund Existence29 years24 years-
Gain YTD7.1305.737124%
Front LoadN/A6%-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets391M17.2B2%
Annual Yield % from dividends1.090.84130%
Returns for 1 year5.32-4.63-115%
Returns for 3 years41.8420.78201%
Returns for 5 years159.6053.86296%
Returns for 10 years68.8478.4888%
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