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HWAIX vs VIVAX
HWAIX vs VIVAX Comparison
Open Charts HWAIX vs VIVAX
Hotchkis & Wiley Value Opps Instl
Price$36.46
Change-$2.07 (-5.37%)
VolumeN/A
Net Assets683.4M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
HWAIX vs VIVAX Comparison Chart
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HWAIX vs. VIVAX commentary
Apr 05, 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 HWAIX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. HWAIX (683M). VIVAX pays higher dividends than HWAIX: VIVAX (2.14) vs HWAIX (1.17). HWAIX was incepted earlier than VIVAX: HWAIX (22 years) vs VIVAX (32 years). HWAIX (0.95) is less costly to investors than VIVAX (0.17). HWAIX is a more actively managed with annual turnover of: 71.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than HWAIX: VIVAX (3000) vs HWAIX (250000). VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. HWAIX (0.77). HWAIX return over 5 years is better than : 120.90 vs. VIVAX (101.66).
| HWAIX | VIVAX | HWAIX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 3.104 | 2.419 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 195B | 0% |
| Annual Yield % from dividends | 1.17 | 2.14 | 55% |
| Returns for 1 year | 0.77 | 7.66 | 10% |
| Returns for 3 years | 7.54 | 17.34 | 43% |
| Returns for 5 years | 120.90 | 101.66 | 119% |
| Returns for 10 years | 52.08 | 106.90 | 49% |
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