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HWMIX vs MVCAX
HWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAX
Hotchkis & Wiley Mid-Cap Value I
Price$58.97
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets383.29M
HWMIX vs MVCAX Comparison Chart in %
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HWMIX 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 HWMIX is a StrongBuy and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. HWMIX (383M). HWMIX pays higher dividends than MVCAX: HWMIX (1.08) vs MVCAX (0.83). 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 is a more actively managed with annual turnover of: 31.00 vs. MVCAX (24.00). 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 : 7.57 vs. MVCAX (-1.74). HWMIX return over 5 years is better than : 89.40 vs. MVCAX (23.93).
| 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 | 7.531 | -0.652 | -1,155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 16.8B | 2% |
| Annual Yield % from dividends | 1.08 | 0.83 | 130% |
| Returns for 1 year | 7.57 | -1.74 | -435% |
| Returns for 3 years | 33.44 | 13.98 | 239% |
| Returns for 5 years | 89.40 | 23.93 | 374% |
| Returns for 10 years | 100.96 | 72.86 | 139% |
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