MVCKX vs. HWMIX
Compare and contrast key facts about MFS Mid Cap Value Fund Class R6 (MVCKX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
MVCKX is an actively managed fund by MFS. It was launched on Feb 1, 2013. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Performance
MVCKX vs. HWMIX - Performance Comparison
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MVCKX vs. HWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MVCKX MFS Mid Cap Value Fund Class R6 | -1.12% | 6.47% | 6.80% | 12.92% | -8.62% | 30.93% | 4.40% | 31.11% | -11.35% | 13.83% |
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | 7.87% | 3.62% | 19.87% | 1.63% | 39.18% | 0.49% | 12.97% | -19.32% | 7.69% |
Returns By Period
In the year-to-date period, MVCKX achieves a -1.12% return, which is significantly lower than HWMIX's 5.14% return. Both investments have delivered pretty close results over the past 10 years, with MVCKX having a 8.68% annualized return and HWMIX not far ahead at 8.92%.
MVCKX
- 1D
- -0.71%
- 1M
- -8.39%
- YTD
- -1.12%
- 6M
- 0.11%
- 1Y
- 8.03%
- 3Y*
- 8.06%
- 5Y*
- 6.01%
- 10Y*
- 8.68%
HWMIX
- 1D
- -0.11%
- 1M
- -3.40%
- YTD
- 5.14%
- 6M
- 7.65%
- 1Y
- 20.19%
- 3Y*
- 11.45%
- 5Y*
- 9.65%
- 10Y*
- 8.92%
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MVCKX vs. HWMIX - Expense Ratio Comparison
MVCKX has a 0.62% expense ratio, which is lower than HWMIX's 1.01% expense ratio.
Return for Risk
MVCKX vs. HWMIX — Risk / Return Rank
MVCKX
HWMIX
MVCKX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Value Fund Class R6 (MVCKX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MVCKX | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 0.88 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.36 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.20 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.11 | -0.58 |
Martin ratioReturn relative to average drawdown | 2.13 | 4.53 | -2.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MVCKX | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 0.88 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.43 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.35 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.47 | -0.03 |
Correlation
The correlation between MVCKX and HWMIX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MVCKX vs. HWMIX - Dividend Comparison
MVCKX's dividend yield for the trailing twelve months is around 8.36%, more than HWMIX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVCKX MFS Mid Cap Value Fund Class R6 | 8.36% | 8.27% | 3.87% | 3.00% | 5.44% | 5.88% | 1.12% | 2.32% | 6.65% | 3.68% | 0.06% | 4.87% |
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 1.32% | 1.39% | 1.15% | 0.28% | 0.49% | 1.28% | 2.25% | 1.60% | 2.99% | 6.72% | 1.53% | 14.67% |
Drawdowns
MVCKX vs. HWMIX - Drawdown Comparison
The maximum MVCKX drawdown since its inception was -42.75%, smaller than the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for MVCKX and HWMIX.
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Drawdown Indicators
| MVCKX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.75% | -69.84% | +27.09% |
Max Drawdown (1Y)Largest decline over 1 year | -13.54% | -16.87% | +3.33% |
Max Drawdown (5Y)Largest decline over 5 years | -25.96% | -25.90% | -0.06% |
Max Drawdown (10Y)Largest decline over 10 years | -42.75% | -63.21% | +20.46% |
Current DrawdownCurrent decline from peak | -9.36% | -4.77% | -4.59% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -10.89% | +5.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 4.14% | -0.74% |
Volatility
MVCKX vs. HWMIX - Volatility Comparison
MFS Mid Cap Value Fund Class R6 (MVCKX) has a higher volatility of 4.53% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 3.97%. This indicates that MVCKX's price experiences larger fluctuations and is considered to be riskier than HWMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MVCKX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 3.97% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 9.94% | 12.35% | -2.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.57% | 23.86% | -5.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.52% | 22.33% | -4.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.37% | 25.61% | -6.24% |