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HWMIX vs MVCAX
HWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAX
Hotchkis & Wiley Mid-Cap Value I
Price$55.60
Change+$0.21 (+0.38%)
VolumeN/A
Net Assets393.09M
HWMIX vs MVCAX Comparison Chart in %
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HWMIX vs. MVCAX commentary
Jul 07, 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 HWMIX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HWMIX (393M). HWMIX pays higher dividends than MVCAX: HWMIX (1.17) vs MVCAX (0.87). HWMIX was incepted earlier than MVCAX: HWMIX (29 years) vs MVCAX (24 years). HWMIX (1.00) and MVCAX (1.00) have similar cost to investors . HWMIX (28.00) and MVCAX (27.00) have comparable annual turnover. MVCAX has a lower initial minimum investment than HWMIX: MVCAX (1000) vs HWMIX (250000). HWMIX annual gain was more profitable for investors over the last year : 4.43 vs. MVCAX (1.09). HWMIX return over 5 years is better than : 165.68 vs. MVCAX (60.39).
| HWMIX | MVCAX | HWMIX / MVCAX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.00 | 100% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 1.386 | 2.934 | 47% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 17.3B | 2% |
| Annual Yield % from dividends | 1.17 | 0.87 | 134% |
| Returns for 1 year | 4.43 | 1.09 | 406% |
| Returns for 3 years | 35.12 | 18.70 | 188% |
| Returns for 5 years | 165.68 | 60.39 | 274% |
| Returns for 10 years | 50.52 | 64.61 | 78% |
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