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HWAIX vs VVIAX
HWAIX vs VVIAX Comparison
Open Charts HWAIX vs VVIAX
Hotchkis & Wiley Value Opps Instl
Price$39.61
Change-$0.69 (-1.71%)
VolumeN/A
Net Assets686.17M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
HWAIX vs VVIAX Comparison Chart
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HWAIX vs. VVIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. HWAIX (686M). 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 : 13.46 vs. HWAIX (9.13). HWAIX (49.11) and VVIAX (47.22) 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 | 5.994 | 4.164 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 193B | 0% |
| Annual Yield % from dividends | 0.90 | 2.36 | 38% |
| Returns for 1 year | 9.13 | 13.46 | 68% |
| Returns for 3 years | 17.90 | 23.94 | 75% |
| Returns for 5 years | 49.11 | 47.22 | 104% |
| Returns for 10 years | 55.96 | 105.55 | 53% |
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