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HWMAX vs MVCAX
HWMAX vs MVCAX Comparison
Open Charts HWMAX vs MVCAX
Hotchkis & Wiley Mid-Cap Value A
Price$57.80
Change+$0.91 (+1.60%)
VolumeN/A
Net Assets379.78M
HWMAX vs MVCAX Comparison Chart in %
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HWMAX vs. MVCAX commentary
Dec 04, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. HWMAX (380M). HWMAX pays higher dividends than MVCAX: HWMAX (0.94) vs MVCAX (0.83). 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 : -0.06 vs. MVCAX (-10.42). HWMAX return over 5 years is better than : 92.66 vs. MVCAX (34.05).
| 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 | 5.790 | 5.280 | 110% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 17B | 2% |
| Annual Yield % from dividends | 0.94 | 0.83 | 113% |
| Returns for 1 year | -0.06 | -10.42 | 1% |
| Returns for 3 years | 24.33 | 10.29 | 236% |
| Returns for 5 years | 92.66 | 34.05 | 272% |
| Returns for 10 years | 63.33 | 72.82 | 87% |
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