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HWMAX vs MVCAX
HWMAX vs MVCAX Comparison
Open Charts HWMAX vs MVCAX
Hotchkis & Wiley Mid-Cap Value A
Price$55.24
Change-$1.10 (-1.95%)
VolumeN/A
Net Assets375.25M
HWMAX vs MVCAX Comparison Chart in %
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HWMAX vs. MVCAX commentary
Oct 17, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. HWMAX (375M). HWMAX pays higher dividends than MVCAX: HWMAX (0.95) vs MVCAX (0.84). 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 : -1.74 vs. MVCAX (-9.42). HWMAX return over 5 years is better than : 132.97 vs. MVCAX (43.72).
| 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 | 2.505 | 3.096 | 81% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 17B | 2% |
| Annual Yield % from dividends | 0.95 | 0.84 | 113% |
| Returns for 1 year | -1.74 | -9.42 | 18% |
| Returns for 3 years | 36.36 | 21.25 | 171% |
| Returns for 5 years | 132.97 | 43.72 | 304% |
| Returns for 10 years | 58.09 | 70.43 | 82% |
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