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HWAIX vs VIVIX
HWAIX vs VIVIX Comparison
Open Charts HWAIX vs VIVIX
Hotchkis & Wiley Value Opps Instl
Price$36.46
Change-$2.07 (-5.37%)
VolumeN/A
Net Assets683.4M
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
HWAIX vs VIVIX Comparison Chart
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HWAIX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. HWAIX (683M). VIVIX pays higher dividends than HWAIX: VIVIX (2.27) vs HWAIX (1.17). HWAIX was incepted earlier than VIVIX: HWAIX (22 years) vs VIVIX (27 years). HWAIX (0.95) is less costly to investors than VIVIX (0.04). HWAIX is a more actively managed with annual turnover of: 71.00 vs. VIVIX (10.00). HWAIX has a lower initial minimum investment than VIVIX: HWAIX (250000) vs VIVIX (5000000). VIVIX 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. VIVIX (101.66).
| HWAIX | VIVIX | HWAIX / VIVIX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 3.104 | 2.421 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 195B | 0% |
| Annual Yield % from dividends | 1.17 | 2.27 | 51% |
| 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 | 106.83 | 49% |
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