HWMAX
Price
$54.03
Change
-$0.31 (-0.57%)
Updated
Aug 15 closing price
Net Assets
378.74M
MVCAX
Price
$31.70
Change
-$0.20 (-0.63%)
Updated
Aug 15 closing price
Net Assets
17.12B
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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$54.03
Change-$0.31 (-0.57%)
VolumeN/A
Net Assets378.74M
MFS Mid Cap Value A
Price$31.70
Change-$0.20 (-0.63%)
VolumeN/A
Net Assets17.12B
HWMAX vs MVCAX Comparison Chart in %
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HWMAX vs. MVCAX commentary
Aug 18, 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 Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. HWMAX (379M). HWMAX pays higher dividends than MVCAX: HWMAX (1.01) vs MVCAX (0.86). HWMAX was incepted earlier than MVCAX: HWMAX (25 years) vs MVCAX (24 years). HWMAX (1.20) is less costly to investors than MVCAX (1.00). HWMAX (28.00) and MVCAX (27.00) have comparable annual turnover. 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 : 0.09 vs. MVCAX (-3.52). HWMAX return over 5 years is better than : 132.65 vs. MVCAX (47.65).
HWMAXMVCAXHWMAX / MVCAX
Total Expense Ratio1.200.99121%
Annual Report Gross Expense Ratio1.201.00120%
Fund Existence25 years24 years-
Gain YTD0.2603.3258%
Front Load5%6%91%
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets379M17.1B2%
Annual Yield % from dividends1.010.86117%
Returns for 1 year0.09-3.52-3%
Returns for 3 years21.936.81322%
Returns for 5 years132.6547.65278%
Returns for 10 years49.7863.0979%
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