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HWMIX vs MVCAX
HWMIX vs MVCAX Comparison
Open Charts HWMIX vs MVCAX
Hotchkis & Wiley Mid-Cap Value I
Price$61.21
Change+$3.67 (+6.38%)
VolumeN/A
Net Assets393.75M
HWMIX vs MVCAX Comparison Chart in %
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HWMIX vs. MVCAX commentary
Feb 05, 2026
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: 17.1B vs. HWMIX (394M). HWMIX pays higher dividends than MVCAX: HWMIX (1.33) vs MVCAX (1.20). 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 (24.00). 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 : 11.57 vs. MVCAX (1.90). HWMIX return over 5 years is better than : 76.80 vs. MVCAX (23.95).
| 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 | 4.919 | 4.789 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 17.1B | 2% |
| Annual Yield % from dividends | 1.33 | 1.20 | 110% |
| Returns for 1 year | 11.57 | 1.90 | 610% |
| Returns for 3 years | 26.07 | 11.13 | 234% |
| Returns for 5 years | 76.80 | 23.95 | 321% |
| Returns for 10 years | 139.00 | 99.09 | 140% |
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