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HWAIX vs VVIAX
HWAIX vs VVIAX Comparison
Open Charts HWAIX vs VVIAX
Hotchkis & Wiley Value Opps Instl
Price$34.21
Change-$2.25 (-6.17%)
VolumeN/A
Net Assets607.43M
Vanguard Value Index Adm
Price$61.21
Change-$3.89 (-5.98%)
VolumeN/A
Net Assets195.24B
HWAIX vs VVIAX Comparison Chart
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HWAIX vs. VVIAX commentary
Apr 08, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. HWAIX (607M). VVIAX pays higher dividends than HWAIX: VVIAX (2.26) vs HWAIX (1.17). HWAIX was incepted earlier than VVIAX: HWAIX (22 years) vs VVIAX (24 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 (10.00). 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 : -1.53 vs. HWAIX (-9.61). HWAIX return over 5 years is better than : 96.13 vs. VVIAX (82.57).
| 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 | 22 years | 24 years | - |
| Gain YTD | -8.456 | -7.288 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 195B | 0% |
| Annual Yield % from dividends | 1.17 | 2.26 | 52% |
| Returns for 1 year | -9.61 | -1.53 | 627% |
| Returns for 3 years | -2.82 | 6.85 | -41% |
| Returns for 5 years | 96.13 | 82.57 | 116% |
| Returns for 10 years | 35.27 | 87.59 | 40% |
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