HWMIX
Price
$55.60
Change
+$0.21 (+0.38%)
Updated
Jul 3 closing price
Net Assets
393.09M
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
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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$55.60
Change+$0.21 (+0.38%)
VolumeN/A
Net Assets393.09M
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
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.

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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).
HWMIXMVCAXHWMIX / MVCAX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.001.00100%
Fund Existence29 years24 years-
Gain YTD1.3862.93447%
Front LoadN/A6%-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets393M17.3B2%
Annual Yield % from dividends1.170.87134%
Returns for 1 year4.431.09406%
Returns for 3 years35.1218.70188%
Returns for 5 years165.6860.39274%
Returns for 10 years50.5264.6178%
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