HWMIX
Price
$55.05
Change
-$0.31 (-0.56%)
Updated
Aug 15 closing price
Net Assets
378.74M
MVCAX
Price
$31.70
Change
-$0.20 (-0.63%)
Updated
Aug 15 closing price
Net Assets
17.12B
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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$55.05
Change-$0.31 (-0.56%)
VolumeN/A
Net Assets378.74M
MFS Mid Cap Value A
Price$31.70
Change-$0.20 (-0.63%)
VolumeN/A
Net Assets17.12B
HWMIX vs MVCAX Comparison Chart in %
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HWMIX vs. MVCAX commentary
Aug 18, 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: 17.1B vs. HWMIX (379M). HWMIX pays higher dividends than MVCAX: HWMIX (1.16) vs MVCAX (0.86). 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 : 0.31 vs. MVCAX (-3.52). HWMIX return over 5 years is better than : 134.57 vs. MVCAX (47.65).
HWMIXMVCAXHWMIX / MVCAX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.001.00100%
Fund Existence29 years24 years-
Gain YTD0.3833.32512%
Front LoadN/A6%-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets379M17.1B2%
Annual Yield % from dividends1.160.86135%
Returns for 1 year0.31-3.52-9%
Returns for 3 years22.446.81329%
Returns for 5 years134.5747.65282%
Returns for 10 years52.5063.0983%
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