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HWMAX vs MVCAX
HWMAX vs MVCAX Comparison
Open Charts HWMAX vs MVCAX
Hotchkis & Wiley Mid-Cap Value A
Price$60.15
Change+$3.70 (+6.55%)
VolumeN/A
Net Assets393.04M
HWMAX vs MVCAX Comparison Chart in %
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HWMAX vs. MVCAX commentary
Feb 05, 2026
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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. HWMAX (393M). MVCAX pays higher dividends than HWMAX: MVCAX (1.20) vs HWMAX (1.12). 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 (24.00). 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 : 11.60 vs. MVCAX (1.90). HWMAX return over 5 years is better than : 75.73 vs. MVCAX (23.95).
| HWMAX | MVCAX | HWMAX / MVCAX | |
| Total Expense Ratio | 1.21 | 0.99 | 122% |
| Annual Report Gross Expense Ratio | 1.21 | 1.00 | 121% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 4.901 | 4.789 | 102% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 17.1B | 2% |
| Annual Yield % from dividends | 1.12 | 1.20 | 93% |
| Returns for 1 year | 11.60 | 1.90 | 611% |
| Returns for 3 years | 25.59 | 11.13 | 230% |
| Returns for 5 years | 75.73 | 23.95 | 316% |
| Returns for 10 years | 135.05 | 99.09 | 136% |
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