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HWMIX vs MVCAX
HWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAX
Hotchkis & Wiley Mid-Cap Value I
Price$58.94
Change+$0.94 (+1.62%)
VolumeN/A
Net Assets379.78M
HWMIX vs MVCAX Comparison Chart in %
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HWMIX vs. MVCAX commentary
Dec 04, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. HWMIX (380M). 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 (27.00). 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 : 0.16 vs. MVCAX (-10.42). HWMIX return over 5 years is better than : 94.28 vs. MVCAX (34.05).
| 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 | 5.999 | 5.280 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 17B | 2% |
| Annual Yield % from dividends | 1.08 | 0.83 | 130% |
| Returns for 1 year | 0.16 | -10.42 | -2% |
| Returns for 3 years | 24.85 | 10.29 | 242% |
| Returns for 5 years | 94.28 | 34.05 | 277% |
| Returns for 10 years | 66.31 | 72.82 | 91% |
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