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HWAIX vs VMVIX
HWAIX vs VMVIX Comparison
Open Charts HWAIX vs VMVIX
Hotchkis & Wiley Value Opps Instl
Price$38.24
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets698.89M
Vanguard Mid-Cap Value Index Investor
Price$62.79
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets29.07B
HWAIX vs VMVIX Comparison Chart
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HWAIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.1B vs. HWAIX (699M). VMVIX pays higher dividends than HWAIX: VMVIX (2.27) vs HWAIX (1.21). HWAIX was incepted earlier than VMVIX: HWAIX (22 years) vs VMVIX (19 years). HWAIX (0.95) is less costly to investors than VMVIX (0.19). HWAIX is a more actively managed with annual turnover of: 71.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than HWAIX: VMVIX (3000) vs HWAIX (250000). VMVIX annual gain was more profitable for investors over the last year : 5.06 vs. HWAIX (1.06). HWAIX return over 5 years is better than : 94.19 vs. VMVIX (76.87).
| HWAIX | VMVIX | HWAIX / VMVIX | |
| Total Expense Ratio | 0.95 | 0.19 | 500% |
| Annual Report Gross Expense Ratio | 0.95 | 0.19 | 500% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 3.773 | -1.356 | -278% |
| 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 | 2.27 | 53% |
| Returns for 1 year | 1.06 | 5.06 | 21% |
| Returns for 3 years | 23.03 | 15.37 | 150% |
| Returns for 5 years | 94.19 | 76.87 | 123% |
| Returns for 10 years | 47.42 | 75.55 | 63% |
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