HWMIX
Price
$56.32
Change
+$0.02 (+0.04%)
Updated
Oct 17 closing price
Net Assets
367.92M
MVCAX
Price
$31.78
Change
+$0.15 (+0.47%)
Updated
Oct 17 closing price
Net Assets
16.89B
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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$56.32
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets367.92M
MFS Mid Cap Value A
Price$31.78
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets16.89B
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.

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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).
HWMIXMVCAXHWMIX / MVCAX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.001.00100%
Fund Existence29 years24 years-
Gain YTD2.6993.58575%
Front LoadN/A6%-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets368M16.9B2%
Annual Yield % from dividends1.090.84130%
Returns for 1 year-1.35-9.1415%
Returns for 3 years34.8820.07174%
Returns for 5 years134.9344.40304%
Returns for 10 years60.2470.9885%
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