HWMAX
Price
$56.07
Change
+$0.28 (+0.50%)
Updated
Nov 12 closing price
Net Assets
368.81M
MVCAX
Price
$32.25
Change
+$0.11 (+0.34%)
Updated
Nov 12 closing price
Net Assets
17B
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HWMAX vs MVCAX

Header iconHWMAX vs MVCAX Comparison
Open Charts HWMAX vs MVCAXBanner chart's image
Hotchkis & Wiley Mid-Cap Value A
Price$56.07
Change+$0.28 (+0.50%)
VolumeN/A
Net Assets368.81M
MFS Mid Cap Value A
Price$32.25
Change+$0.11 (+0.34%)
VolumeN/A
Net Assets17B
HWMAX vs MVCAX Comparison Chart in %
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HWMAX vs. MVCAX commentary
Nov 14, 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 HWMAX is a Buy and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. HWMAX (369M). HWMAX pays higher dividends than MVCAX: HWMAX (0.96) vs MVCAX (0.85). HWMAX was incepted earlier than MVCAX: HWMAX (25 years) vs MVCAX (24 years). HWMAX (1.21) is less costly to investors than MVCAX (1.00). HWMAX is a more actively managed with annual turnover of: 31.00 vs. MVCAX (27.00). MVCAX initial investment is less costly to investors than HWMAX (5%) vs HWMAX (5%). MVCAX has a lower initial minimum investment than HWMAX: MVCAX (1000) vs HWMAX (2500). HWMAX annual gain was more profitable for investors over the last year : 0.76 vs. MVCAX (-9.14). HWMAX return over 5 years is better than : 109.59 vs. MVCAX (38.31).
HWMAXMVCAXHWMAX / MVCAX
Total Expense Ratio1.210.99122%
Annual Report Gross Expense Ratio1.211.00121%
Fund Existence25 years24 years-
Gain YTD4.0455.11779%
Front Load5%6%91%
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets369M17B2%
Annual Yield % from dividends0.960.85113%
Returns for 1 year0.76-9.14-8%
Returns for 3 years21.4112.45172%
Returns for 5 years109.5938.31286%
Returns for 10 years63.8976.7183%
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