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HWAAX vs VMVAX
HWAAX vs VMVAX Comparison
Open Charts HWAAX vs VMVAX
Hotchkis & Wiley Value Opps A
Price$38.72
Change+$0.32 (+0.83%)
VolumeN/A
Net Assets676.22M
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
HWAAX vs VMVAX Comparison Chart
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HWAAX vs. VMVAX commentary
Jan 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 HWAAX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. HWAAX (676M). VMVAX pays higher dividends than HWAAX: VMVAX (2.14) vs HWAAX (0.70). HWAAX was incepted earlier than VMVAX: HWAAX (22 years) vs VMVAX (13 years). HWAAX is a more actively managed with annual turnover of: 88.00 vs. VMVAX (22.00). 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 : 17.93 vs. HWAAX (9.52). HWAAX (38.58) and VMVAX (38.32) have equivalent 5 years return.
| HWAAX | VMVAX | HWAAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 3.640 | 2.745 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 30.1B | 2% |
| Annual Yield % from dividends | 0.70 | 2.14 | 33% |
| Returns for 1 year | 9.52 | 17.93 | 53% |
| Returns for 3 years | 8.54 | 11.64 | 73% |
| Returns for 5 years | 38.58 | 38.32 | 101% |
| Returns for 10 years | 60.05 | 93.65 | 64% |
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