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HWAIX vs VVIAX
HWAIX vs VVIAX Comparison
Open Charts HWAIX vs VVIAX
Hotchkis & Wiley Value Opps Instl
Price$41.13
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets741.32M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
HWAIX vs VVIAX Comparison Chart in %
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HWAIX vs. VVIAX commentary
Aug 16, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. HWAIX (741M). VVIAX pays higher dividends than HWAIX: VVIAX (2.18) vs HWAIX (1.12). HWAIX was incepted earlier than VVIAX: HWAIX (23 years) vs VVIAX (25 years). HWAIX (0.95) is less costly to investors than VVIAX (0.05). HWAIX is a more actively managed with annual turnover of: 71.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than HWAIX: VVIAX (3000) vs HWAIX (250000). VVIAX annual gain was more profitable for investors over the last year : 8.04 vs. HWAIX (5.64). HWAIX return over 5 years is better than : 78.65 vs. VVIAX (68.75).
| HWAIX | VVIAX | HWAIX / VVIAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 9.901 | 6.653 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 196B | 0% |
| Annual Yield % from dividends | 1.12 | 2.18 | 51% |
| Returns for 1 year | 5.64 | 8.04 | 70% |
| Returns for 3 years | 24.31 | 26.09 | 93% |
| Returns for 5 years | 78.65 | 68.75 | 114% |
| Returns for 10 years | 61.20 | 114.88 | 53% |
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