HWMIX
Price
$55.62
Change
+$0.22 (+0.40%)
Updated
Jul 25 closing price
Net Assets
384.64M
MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
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HWMIX vs MVCAX

Header iconHWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAXBanner chart's image
Hotchkis & Wiley Mid-Cap Value I
Price$55.62
Change+$0.22 (+0.40%)
VolumeN/A
Net Assets384.64M
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
HWMIX vs MVCAX Comparison Chart in %
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HWMIX vs. MVCAX commentary
Jul 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 Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. HWMIX (385M). 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 : -0.84 vs. MVCAX (-1.70). HWMIX return over 5 years is better than : 153.55 vs. MVCAX (54.59).
HWMIXMVCAXHWMIX / MVCAX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.001.00100%
Fund Existence29 years24 years-
Gain YTD1.4223.81437%
Front LoadN/A6%-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets385M17.3B2%
Annual Yield % from dividends1.170.87134%
Returns for 1 year-0.84-1.7049%
Returns for 3 years34.8016.54210%
Returns for 5 years153.5554.59281%
Returns for 10 years53.4967.9079%
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