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HWACX vs VMVIX
HWACX vs VMVIX Comparison
Open Charts HWACX vs VMVIX
Hotchkis & Wiley Value Opps C
Price$34.36
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets705.78M
Vanguard Mid-Cap Value Index Investor
Price$63.54
Change-$0.14 (-0.22%)
VolumeN/A
Net Assets29.95B
HWACX vs VMVIX Comparison Chart
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HWACX vs. VMVIX commentary
Jun 06, 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 HWACX is a StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. HWACX (706M). VMVIX pays higher dividends than HWACX: VMVIX (2.19) vs HWACX (0.35). HWACX was incepted earlier than VMVIX: HWACX (22 years) vs VMVIX (19 years). HWACX (1.90) is less costly to investors than VMVIX (0.19). HWACX is a more actively managed with annual turnover of: 71.00 vs. VMVIX (19.00). HWACX has a lower initial minimum investment than VMVIX: HWACX (2500) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 6.37 vs. HWACX (-0.30). VMVIX (56.64) and HWACX (56.52) have equivalent 5 years return.
| HWACX | VMVIX | HWACX / VMVIX | |
| Total Expense Ratio | 1.90 | 0.19 | 1,000% |
| Annual Report Gross Expense Ratio | 1.90 | 0.19 | 1,000% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 4.212 | 0.042 | 9,975% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 706M | 29.9B | 2% |
| Annual Yield % from dividends | 0.35 | 2.19 | 16% |
| Returns for 1 year | -0.30 | 6.37 | -5% |
| Returns for 3 years | 13.14 | 12.79 | 103% |
| Returns for 5 years | 56.52 | 56.64 | 100% |
| Returns for 10 years | 29.62 | 79.97 | 37% |
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