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HWAIX vs VVIAX
HWAIX vs VVIAX Comparison
Open Charts HWAIX vs VVIAX
Hotchkis & Wiley Value Opps Instl
Price$42.24
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets769.27M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
HWAIX vs VVIAX Comparison Chart in %
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HWAIX vs. VVIAX commentary
Sep 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. HWAIX (769M). VVIAX pays higher dividends than HWAIX: VVIAX (2.10) vs HWAIX (1.07). 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 : 7.74 vs. HWAIX (6.43). HWAIX return over 5 years is better than : 82.32 vs. VVIAX (70.16).
| 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 | 13.032 | 7.850 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 769M | 203B | 0% |
| Annual Yield % from dividends | 1.07 | 2.10 | 51% |
| Returns for 1 year | 6.43 | 7.74 | 83% |
| Returns for 3 years | 37.07 | 36.61 | 101% |
| Returns for 5 years | 82.32 | 70.16 | 117% |
| Returns for 10 years | 74.39 | 131.61 | 57% |
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