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HWAIX vs VMVAX
HWAIX vs VMVAX Comparison
Open Charts HWAIX vs VMVAX
Hotchkis & Wiley Value Opps Instl
Price$39.24
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets684.93M
Vanguard Mid-Cap Value Index Admiral
Price$86.28
Change-$0.77 (-0.88%)
VolumeN/A
Net Assets30.1B
HWAIX vs VMVAX Comparison Chart
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HWAIX vs. VMVAX commentary
Jan 24, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. HWAIX (685M). VMVAX pays higher dividends than HWAIX: VMVAX (2.14) vs HWAIX (0.90). HWAIX was incepted earlier than VMVAX: HWAIX (22 years) vs VMVAX (13 years). HWAIX is a more actively managed with annual turnover of: 88.00 vs. VMVAX (22.00). VMVAX has a lower initial minimum investment than HWAIX: VMVAX (3000) vs HWAIX (250000). VMVAX annual gain was more profitable for investors over the last year : 16.96 vs. HWAIX (9.85). HWAIX return over 5 years is better than : 45.90 vs. VMVAX (40.18).
| HWAIX | VMVAX | HWAIX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 5.004 | 2.972 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 30.1B | 2% |
| Annual Yield % from dividends | 0.90 | 2.14 | 42% |
| Returns for 1 year | 9.85 | 16.96 | 58% |
| Returns for 3 years | 16.32 | 16.54 | 99% |
| Returns for 5 years | 45.90 | 40.18 | 114% |
| Returns for 10 years | 62.84 | 91.13 | 69% |
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