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HWAZX vs VIVAX
HWAZX vs VIVAX Comparison
Open Charts HWAZX vs VIVAX
Hotchkis & Wiley Value Opps Z
Price$38.17
Change-$0.24 (-0.62%)
VolumeN/A
Net Assets661.28M
Vanguard Value Index I
Price$66.41
Change-$0.82 (-1.22%)
VolumeN/A
Net Assets195.24B
HWAZX vs VIVAX Comparison Chart
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HWAZX vs. VIVAX commentary
Mar 12, 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 HWAZX is a StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. HWAZX (661M). VIVAX pays higher dividends than HWAZX: VIVAX (2.08) vs HWAZX (1.19). HWAZX was incepted earlier than VIVAX: HWAZX (5 years) vs VIVAX (32 years). HWAZX (0.86) is less costly to investors than VIVAX (0.17). HWAZX is a more actively managed with annual turnover of: 71.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than HWAZX: VIVAX (3000) vs HWAZX (1000000). VIVAX annual gain was more profitable for investors over the last year : 8.64 vs. HWAZX (6.68). VIVAX (98.27) and HWAZX (95.54) have equivalent 5 years return.
| HWAZX | VIVAX | HWAZX / VIVAX | |
| Total Expense Ratio | 0.86 | 0.17 | 506% |
| Annual Report Gross Expense Ratio | 0.86 | 0.17 | 506% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 5.083 | 1.771 | 287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 195B | 0% |
| Annual Yield % from dividends | 1.19 | 2.08 | 57% |
| Returns for 1 year | 6.68 | 8.64 | 77% |
| Returns for 3 years | 16.33 | 21.82 | 75% |
| Returns for 5 years | 95.54 | 98.27 | 97% |
| Returns for 10 years | N/A | 107.23 | - |