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HWAAX vs VMVAX
HWAAX vs VMVAX Comparison
Open Charts HWAAX vs VMVAX
Hotchkis & Wiley Value Opps A
Price$40.57
Change+$0.21 (+0.52%)
VolumeN/A
Net Assets732.43M
Vanguard Mid-Cap Value Index Admiral
Price$86.52
Change+$0.25 (+0.29%)
VolumeN/A
Net Assets29.95B
HWAAX vs VMVAX Comparison Chart in %
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HWAAX vs. VMVAX commentary
Jul 03, 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 HWAAX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. HWAAX (732M). VMVAX pays higher dividends than HWAAX: VMVAX (2.26) vs HWAAX (0.91). HWAAX was incepted earlier than VMVAX: HWAAX (23 years) vs VMVAX (14 years). HWAAX (1.18) is less costly to investors than VMVAX (0.07). HWAAX is a more actively managed with annual turnover of: 71.00 vs. VMVAX (19.00). HWAAX has a lower initial minimum investment than VMVAX: HWAAX (2500) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 11.62 vs. HWAAX (5.44). HWAAX return over 5 years is better than : 87.44 vs. VMVAX (76.16).
| HWAAX | VMVAX | HWAAX / VMVAX | |
| Total Expense Ratio | 1.18 | 0.07 | 1,686% |
| Annual Report Gross Expense Ratio | 1.18 | 0.07 | 1,686% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 8.030 | 3.036 | 265% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 29.9B | 2% |
| Annual Yield % from dividends | 0.91 | 2.26 | 40% |
| Returns for 1 year | 5.44 | 11.62 | 47% |
| Returns for 3 years | 40.03 | 27.86 | 144% |
| Returns for 5 years | 87.44 | 76.16 | 115% |
| Returns for 10 years | 52.22 | 86.19 | 61% |
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