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HWAIX vs VMVAX
HWAIX vs VMVAX Comparison
Open Charts HWAIX vs VMVAX
Hotchkis & Wiley Value Opps Instl
Price$40.33
Change-$0.28 (-0.69%)
VolumeN/A
Net Assets765.25M
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change-$0.53 (-0.60%)
VolumeN/A
Net Assets31.8B
HWAIX vs VMVAX Comparison Chart in %
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HWAIX vs. VMVAX commentary
Nov 20, 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 Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. HWAIX (765M). VMVAX pays higher dividends than HWAIX: VMVAX (2.20) vs HWAIX (1.08). HWAIX was incepted earlier than VMVAX: HWAIX (23 years) vs VMVAX (14 years). HWAIX (0.97) is less costly to investors than VMVAX (0.07). HWAIX is a more actively managed with annual turnover of: 78.00 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 : 1.00 vs. HWAIX (-2.23). HWAIX (53.75) and VMVAX (52.00) have equivalent 5 years return.
| HWAIX | VMVAX | HWAIX / VMVAX | |
| Total Expense Ratio | 0.97 | 0.07 | 1,386% |
| Annual Report Gross Expense Ratio | 0.97 | 0.07 | 1,386% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 8.670 | 6.196 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 31.8B | 2% |
| Annual Yield % from dividends | 1.08 | 2.20 | 49% |
| Returns for 1 year | -2.23 | 1.00 | -223% |
| Returns for 3 years | 23.80 | 24.72 | 96% |
| Returns for 5 years | 53.75 | 52.00 | 103% |
| Returns for 10 years | 63.57 | 97.76 | 65% |
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