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HWAIX vs VVIAX
HWAIX vs VVIAX Comparison
Open Charts HWAIX vs VVIAX
Hotchkis & Wiley Value Opps Instl
Price$39.24
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets684.93M
Vanguard Value Index Adm
Price$68.66
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
HWAIX vs VVIAX Comparison Chart
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HWAIX vs. VVIAX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. HWAIX (685M). VVIAX pays higher dividends than HWAIX: VVIAX (2.36) vs HWAIX (0.90). HWAIX was incepted earlier than VVIAX: HWAIX (22 years) vs VVIAX (24 years). HWAIX is a more actively managed with annual turnover of: 88.00 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 : 17.28 vs. HWAIX (9.85). VVIAX (47.22) and HWAIX (45.90) have equivalent 5 years return.
| HWAIX | VVIAX | HWAIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 5.004 | 3.967 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 184B | 0% |
| Annual Yield % from dividends | 0.90 | 2.36 | 38% |
| Returns for 1 year | 9.85 | 17.28 | 57% |
| Returns for 3 years | 16.32 | 22.82 | 72% |
| Returns for 5 years | 45.90 | 47.22 | 97% |
| Returns for 10 years | 62.84 | 110.24 | 57% |