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HWACX vs VMVIX
HWACX vs VMVIX Comparison
Open Charts HWACX vs VMVIX
Hotchkis & Wiley Value Opps C
Price$34.19
Change+$0.28 (+0.83%)
VolumeN/A
Net Assets676.22M
Vanguard Mid-Cap Value Index Investor
Price$65.44
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets30.1B
HWACX vs VMVIX Comparison Chart
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HWACX vs. VMVIX 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 HWACX is a StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. HWACX (676M). VMVIX pays higher dividends than HWACX: VMVIX (2.03) vs HWACX (0.12). HWACX was incepted earlier than VMVIX: HWACX (21 years) vs VMVIX (18 years). HWACX is a more actively managed with annual turnover of: 88.00 vs. VMVIX (22.00). 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 : 17.92 vs. HWACX (7.61). VMVIX return over 5 years is better than : 38.27 vs. HWACX (29.64).
| HWACX | VMVIX | HWACX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 3.606 | 2.748 | 131% |
| 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 | 0.12 | 2.03 | 6% |
| Returns for 1 year | 7.61 | 17.92 | 42% |
| Returns for 3 years | 4.10 | 11.63 | 35% |
| Returns for 5 years | 29.64 | 38.27 | 77% |
| Returns for 10 years | 42.84 | 93.54 | 46% |
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