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HWAAX vs VMVIX
HWAAX vs VMVIX Comparison
Open Charts HWAAX vs VMVIX
Hotchkis & Wiley Value Opps A
Price$40.57
Change+$0.21 (+0.52%)
VolumeN/A
Net Assets732.43M
Vanguard Mid-Cap Value Index Investor
Price$65.76
Change+$0.18 (+0.27%)
VolumeN/A
Net Assets29.95B
HWAAX vs VMVIX Comparison Chart in %
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HWAAX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. HWAAX (732M). VMVIX pays higher dividends than HWAAX: VMVIX (2.14) vs HWAAX (0.91). HWAAX was incepted earlier than VMVIX: HWAAX (23 years) vs VMVIX (19 years). HWAAX (1.18) is less costly to investors than VMVIX (0.19). HWAAX is a more actively managed with annual turnover of: 71.00 vs. VMVIX (19.00). HWAAX has a lower initial minimum investment than VMVIX: HWAAX (2500) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 11.61 vs. HWAAX (5.44). HWAAX return over 5 years is better than : 87.44 vs. VMVIX (76.07).
| HWAAX | VMVIX | HWAAX / VMVIX | |
| Total Expense Ratio | 1.18 | 0.19 | 621% |
| Annual Report Gross Expense Ratio | 1.18 | 0.19 | 621% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 8.030 | 3.040 | 264% |
| 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 | 2.14 | 42% |
| Returns for 1 year | 5.44 | 11.61 | 47% |
| Returns for 3 years | 40.03 | 27.81 | 144% |
| Returns for 5 years | 87.44 | 76.07 | 115% |
| Returns for 10 years | 52.22 | 86.14 | 61% |
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