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HWMIX vs MVCAX
HWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAX
Hotchkis & Wiley Mid-Cap Value I
Price$56.85
Change-$0.31 (-0.54%)
VolumeN/A
Net Assets370.38M
HWMIX vs MVCAX Comparison Chart in %
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HWMIX vs. MVCAX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. HWMIX (370M). HWMIX pays higher dividends than MVCAX: HWMIX (1.11) vs MVCAX (0.85). 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 : 0.98 vs. MVCAX (-9.14). HWMIX return over 5 years is better than : 111.34 vs. MVCAX (38.31).
| 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 | 4.230 | 5.117 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 16.8B | 2% |
| Annual Yield % from dividends | 1.11 | 0.85 | 130% |
| Returns for 1 year | 0.98 | -9.14 | -11% |
| Returns for 3 years | 21.94 | 12.45 | 176% |
| Returns for 5 years | 111.34 | 38.31 | 291% |
| Returns for 10 years | 66.84 | 76.71 | 87% |
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