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HWAIX vs VMVIX
HWAIX vs VMVIX Comparison
Open Charts HWAIX vs VMVIX
Hotchkis & Wiley Value Opps Instl
Price$37.44
Change+$0.38 (+1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$64.27
Change+$0.92 (+1.45%)
VolumeN/A
CapitalizationN/A
HWAIX vs VMVIX Comparison Chart
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HWAIX vs. VMVIX 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 VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. HWAIX (655M). VMVIX pays higher dividends than HWAIX: VMVIX (2.03) vs HWAIX (0.90). HWAIX was incepted earlier than VMVIX: HWAIX (22 years) vs VMVIX (18 years). HWAIX is a more actively managed with annual turnover of: 88.00 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 : 13.90 vs. HWAIX (4.20). HWAIX (38.43) and VMVIX (37.73) have equivalent 5 years return.
| HWAIX | VMVIX | HWAIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 3.180 | 12.821 | 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 | 2.03 | 45% |
| Returns for 1 year | 4.20 | 13.90 | 30% |
| Returns for 3 years | 11.12 | 12.18 | 91% |
| Returns for 5 years | 38.43 | 37.73 | 102% |
| Returns for 10 years | 51.34 | 84.28 | 61% |