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HWACX vs VMVIX
HWACX vs VMVIX Comparison
Open Charts HWACX vs VMVIX
Hotchkis & Wiley Value Opps C
Price$31.79
Change+$2.32 (+7.87%)
VolumeN/A
Net Assets593.95M
Vanguard Mid-Cap Value Index Investor
Price$58.11
Change-$1.64 (-2.74%)
VolumeN/A
Net Assets29.86B
HWACX vs VMVIX Comparison Chart
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HWACX vs. VMVIX commentary
Apr 11, 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. HWACX (594M). VMVIX pays higher dividends than HWACX: VMVIX (2.20) 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 (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 : -7.75 vs. HWACX (-14.39). VMVIX (58.29) and HWACX (55.74) 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 | -10.697 | -12.212 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594M | 29.9B | 2% |
| Annual Yield % from dividends | 0.35 | 2.20 | 16% |
| Returns for 1 year | -14.39 | -7.75 | 186% |
| Returns for 3 years | -8.64 | -4.40 | 196% |
| Returns for 5 years | 55.74 | 58.29 | 96% |
| Returns for 10 years | 14.14 | 55.55 | 25% |
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