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HWMIX vs MVCAX
HWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAX
Hotchkis & Wiley Mid-Cap Value I
Price$56.32
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets367.92M
HWMIX vs MVCAX Comparison Chart in %
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HWMIX vs. MVCAX commentary
Oct 19, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. HWMIX (368M). HWMIX pays higher dividends than MVCAX: HWMIX (1.09) vs MVCAX (0.84). 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 : -1.35 vs. MVCAX (-9.14). HWMIX return over 5 years is better than : 134.93 vs. MVCAX (44.40).
| 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 | 2.699 | 3.585 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 16.9B | 2% |
| Annual Yield % from dividends | 1.09 | 0.84 | 130% |
| Returns for 1 year | -1.35 | -9.14 | 15% |
| Returns for 3 years | 34.88 | 20.07 | 174% |
| Returns for 5 years | 134.93 | 44.40 | 304% |
| Returns for 10 years | 60.24 | 70.98 | 85% |
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