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HWACX vs VVIAX
HWACX vs VVIAX Comparison
Open Charts HWACX vs VVIAX
Hotchkis & Wiley Value Opps C
Price$31.79
Change+$2.32 (+7.87%)
VolumeN/A
Net Assets593.95M
Vanguard Value Index Adm
Price$62.24
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
HWACX vs VVIAX Comparison Chart
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HWACX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. HWACX (594M). VVIAX pays higher dividends than HWACX: VVIAX (2.26) vs HWACX (0.35). HWACX was incepted earlier than VVIAX: HWACX (22 years) vs VVIAX (24 years). HWACX (1.90) is less costly to investors than VVIAX (0.05). HWACX is a more actively managed with annual turnover of: 71.00 vs. VVIAX (10.00). HWACX has a lower initial minimum investment than VVIAX: HWACX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : -4.28 vs. HWACX (-14.39). VVIAX (58.34) and HWACX (55.74) have equivalent 5 years return.
| HWACX | VVIAX | HWACX / VVIAX | |
| Total Expense Ratio | 1.90 | 0.05 | 3,800% |
| Annual Report Gross Expense Ratio | 1.90 | 0.05 | 3,800% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -10.697 | -9.136 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594M | 191B | 0% |
| Annual Yield % from dividends | 0.35 | 2.26 | 15% |
| Returns for 1 year | -14.39 | -4.28 | 336% |
| Returns for 3 years | -8.64 | 3.06 | -282% |
| Returns for 5 years | 55.74 | 58.34 | 96% |
| Returns for 10 years | 14.14 | 81.52 | 17% |