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HWAIX vs VIVIX
HWAIX vs VIVIX Comparison
Open Charts HWAIX vs VIVIX
Hotchkis & Wiley Value Opps Instl
Price$41.42
Change-$0.03 (-0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.27
Change-$0.09 (-0.13%)
VolumeN/A
CapitalizationN/A
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HWAIX vs VIVIX Comparison Chart
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HWAIX vs. VIVIX commentary
Oct 18, 2024
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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 186B vs. HWAIX (684M). VIVIX pays higher dividends than HWAIX: VIVIX (2.37) vs HWAIX (0.90). HWAIX was incepted earlier than VIVIX: HWAIX (22 years) vs VIVIX (26 years). HWAIX is a more actively managed with annual turnover of: 88.00 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 : 29.16 vs. HWAIX (19.29). VIVIX (59.37) and HWAIX (58.10) have equivalent 5 years return.
| HWAIX | VIVIX | HWAIX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 12.861 | 18.900 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 684M | 186B | 0% |
| Annual Yield % from dividends | 0.90 | 2.37 | 38% |
| Returns for 1 year | 19.29 | 29.16 | 66% |
| Returns for 3 years | 5.43 | 26.68 | 20% |
| Returns for 5 years | 58.10 | 59.37 | 98% |
| Returns for 10 years | 65.27 | 128.72 | 51% |
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