Ad is loading...
HWAIX vs VMVAX
HWAIX vs VMVAX Comparison
Open Charts HWAIX vs VMVAX
Hotchkis & Wiley Value Opps Instl
Price$36.90
Change+$0.71 (+1.96%)
VolumeN/A
Net Assets648.24M
Vanguard Mid-Cap Value Index Admiral
Price$80.42
Change+$1.08 (+1.36%)
VolumeN/A
Net Assets29.86B
HWAIX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWAIX vs. VMVAX commentary
Apr 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: 29.9B vs. HWAIX (648M). VMVAX pays higher dividends than HWAIX: VMVAX (2.33) vs HWAIX (1.17). 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 (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 : 2.10 vs. HWAIX (-4.63). HWAIX return over 5 years is better than : 90.20 vs. VMVAX (76.23).
| 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 | -3.158 | -5.253 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 29.9B | 2% |
| Annual Yield % from dividends | 1.17 | 2.33 | 50% |
| Returns for 1 year | -4.63 | 2.10 | -220% |
| Returns for 3 years | 8.16 | 4.97 | 164% |
| Returns for 5 years | 90.20 | 76.23 | 118% |
| Returns for 10 years | 37.81 | 69.17 | 55% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers