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HWMAX vs MVCAX
HWMAX vs MVCAX Comparison
Open Charts HWMAX vs MVCAX
Hotchkis & Wiley Mid-Cap Value A
Price$57.96
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets383.29M
HWMAX vs MVCAX Comparison Chart in %
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HWMAX vs. MVCAX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. HWMAX (383M). 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 (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 : 7.59 vs. MVCAX (-1.74). HWMAX return over 5 years is better than : 88.26 vs. MVCAX (23.93).
| 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 | 7.552 | -0.652 | -1,159% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 16.8B | 2% |
| Annual Yield % from dividends | 0.94 | 0.83 | 113% |
| Returns for 1 year | 7.59 | -1.74 | -436% |
| Returns for 3 years | 32.91 | 13.98 | 235% |
| Returns for 5 years | 88.26 | 23.93 | 369% |
| Returns for 10 years | 97.67 | 72.86 | 134% |
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