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HWAIX vs VMVAX
HWAIX vs VMVAX Comparison
Open Charts HWAIX vs VMVAX
Hotchkis & Wiley Value Opps Instl
Price$38.24
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets698.89M
Vanguard Mid-Cap Value Index Admiral
Price$82.61
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets29.07B
HWAIX vs VMVAX Comparison Chart
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HWAIX vs. VMVAX commentary
May 25, 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: 29.1B vs. HWAIX (699M). VMVAX pays higher dividends than HWAIX: VMVAX (2.40) vs HWAIX (1.21). HWAIX was incepted earlier than VMVAX: HWAIX (22 years) vs VMVAX (14 years). HWAIX (0.95) is less costly to investors than VMVAX (0.07). HWAIX is a more actively managed with annual turnover of: 71.00 vs. VMVAX (19.00). 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 : 5.04 vs. HWAIX (1.06). HWAIX return over 5 years is better than : 94.19 vs. VMVAX (76.97).
| HWAIX | VMVAX | HWAIX / VMVAX | |
| Total Expense Ratio | 0.95 | 0.07 | 1,357% |
| Annual Report Gross Expense Ratio | 0.95 | 0.07 | 1,357% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 3.773 | -1.348 | -280% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 29.1B | 2% |
| Annual Yield % from dividends | 1.21 | 2.40 | 50% |
| Returns for 1 year | 1.06 | 5.04 | 21% |
| Returns for 3 years | 23.03 | 15.40 | 150% |
| Returns for 5 years | 94.19 | 76.97 | 122% |
| Returns for 10 years | 47.42 | 75.63 | 63% |
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