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HWAAX vs VMVIX
HWAAX vs VMVIX Comparison
Open Charts HWAAX vs VMVIX
Hotchkis & Wiley Value Opps A
Price$39.29
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets682.26M
Vanguard Mid-Cap Value Index Investor
Price$65.77
Change+$0.67 (+1.03%)
VolumeN/A
Net Assets30.1B
HWAAX vs VMVIX Comparison Chart
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HWAAX vs. VMVIX commentary
Jan 31, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. HWAAX (682M). VMVIX pays higher dividends than HWAAX: VMVIX (2.03) vs HWAAX (0.70). HWAAX was incepted earlier than VMVIX: HWAAX (22 years) vs VMVIX (18 years). HWAAX is a more actively managed with annual turnover of: 88.00 vs. VMVIX (22.00). 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 : 16.12 vs. HWAAX (9.58). HWAAX return over 5 years is better than : 47.79 vs. VMVIX (42.58).
| HWAAX | VMVIX | HWAAX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 5.032 | 2.214 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 30.1B | 2% |
| Annual Yield % from dividends | 0.70 | 2.03 | 34% |
| Returns for 1 year | 9.58 | 16.12 | 59% |
| Returns for 3 years | 13.66 | 13.78 | 99% |
| Returns for 5 years | 47.79 | 42.58 | 112% |
| Returns for 10 years | 59.69 | 90.76 | 66% |
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