Ad is loading...
HWAZX vs VIVIX
HWAZX vs VIVIX Comparison
Open Charts HWAZX vs VIVIX
Hotchkis & Wiley Value Opps Z
Price$37.28
Change-$0.92 (-2.41%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
HWAZX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWAZX vs. VIVIX commentary
Dec 19, 2024
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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. HWAZX (667M). VIVIX pays higher dividends than HWAZX: VIVIX (2.37) vs HWAZX (0.98). HWAZX was incepted earlier than VIVIX: HWAZX (5 years) vs VIVIX (26 years). HWAZX is a more actively managed with annual turnover of: 88.00 vs. VIVIX (10.00). HWAZX has a lower initial minimum investment than VIVIX: HWAZX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.71 vs. HWAZX (7.80). HWAZX (41.93) and VIVIX (40.22) have equivalent 5 years return.
| HWAZX | VIVIX | HWAZX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 5.333 | 13.116 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 667M | 195B | 0% |
| Annual Yield % from dividends | 0.98 | 2.37 | 41% |
| Returns for 1 year | 7.80 | 12.71 | 61% |
| Returns for 3 years | 14.73 | 17.45 | 84% |
| Returns for 5 years | 41.93 | 40.22 | 104% |
| Returns for 10 years | N/A | 99.72 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RSENX | 20.07 | N/A | N/A |
| Victory Sophus Emerging Markets Y | |||
| NIQAX | 13.51 | N/A | N/A |
| Neuberger Berman International Eq A | |||
| GREUX | 12.39 | N/A | N/A |
| Goldman Sachs Real Estate Securities R6 | |||
| TRAIX | 38.88 | -0.16 | -0.41% |
| T. Rowe Price Capital Appreciation I | |||
| FVDKX | 37.12 | -0.23 | -0.62% |
| Fidelity Value Discovery K | |||