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HWAIX vs VMVIX
HWAIX vs VMVIX Comparison
Open Charts HWAIX vs VMVIX
Hotchkis & Wiley Value Opps Instl
Price$36.90
Change+$0.71 (+1.96%)
VolumeN/A
Net Assets648.24M
Vanguard Mid-Cap Value Index Investor
Price$61.13
Change+$0.83 (+1.38%)
VolumeN/A
Net Assets29.86B
HWAIX vs VMVIX Comparison Chart
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HWAIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. HWAIX (648M). VMVIX pays higher dividends than HWAIX: VMVIX (2.20) vs HWAIX (1.17). 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 (22.00). 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 : 2.08 vs. HWAIX (-4.63). HWAIX return over 5 years is better than : 90.20 vs. VMVIX (76.14).
| 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 | -3.158 | -5.268 | 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 | 2.20 | 53% |
| Returns for 1 year | -4.63 | 2.08 | -222% |
| Returns for 3 years | 8.16 | 4.92 | 166% |
| Returns for 5 years | 90.20 | 76.14 | 118% |
| Returns for 10 years | 37.81 | 69.06 | 55% |
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