Ad is loading...
HWAIX vs VMVAX
HWAIX vs VMVAX Comparison
Open Charts HWAIX vs VMVAX
Hotchkis & Wiley Value Opps Instl
Price$37.44
Change+$0.38 (+1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$84.58
Change+$1.21 (+1.45%)
VolumeN/A
CapitalizationN/A
HWAIX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWAIX vs. VMVAX commentary
Dec 23, 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 Hold and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. HWAIX (655M). 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 : 13.95 vs. HWAIX (4.20). HWAIX (38.43) and VMVAX (37.82) have equivalent 5 years return.
| 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 | 3.180 | 12.871 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 32.8B | 2% |
| Annual Yield % from dividends | 0.90 | 2.14 | 42% |
| Returns for 1 year | 4.20 | 13.95 | 30% |
| Returns for 3 years | 11.12 | 12.21 | 91% |
| Returns for 5 years | 38.43 | 37.82 | 102% |
| Returns for 10 years | 51.34 | 84.51 | 61% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IIRMX | 11.60 | 0.18 | +1.58% |
| Voya Russell Mid Cap Index Port I | |||
| BRSBX | 14.10 | 0.12 | +0.86% |
| MFS Blended Research Small Cap Eq B | |||
| ALVDX | 10.04 | 0.08 | +0.80% |
| American Century Focused Lg Cap Val R6 | |||
| LGCYX | 16.75 | 0.12 | +0.72% |
| Lord Abbett Global Equity I | |||
| DODFX | 49.70 | 0.16 | +0.32% |
| Dodge & Cox International Stock I | |||