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HWAZX vs VMVAX
HWAZX vs VMVAX Comparison
Open Charts HWAZX vs VMVAX
Hotchkis & Wiley Value Opps Z
Price$38.15
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets683.17M
Vanguard Mid-Cap Value Index Admiral
Price$82.45
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets29.07B
HWAZX vs VMVAX Comparison Chart
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HWAZX vs. VMVAX commentary
May 10, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. HWAZX (683M). VMVAX pays higher dividends than HWAZX: VMVAX (2.40) vs HWAZX (1.27). HWAZX was incepted earlier than VMVAX: HWAZX (6 years) vs VMVAX (14 years). HWAZX (0.86) is less costly to investors than VMVAX (0.07). HWAZX is a more actively managed with annual turnover of: 71.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than HWAZX: VMVAX (3000) vs HWAZX (1000000). VMVAX annual gain was more profitable for investors over the last year : 3.48 vs. HWAZX (-0.79). HWAZX return over 5 years is better than : 90.22 vs. VMVAX (76.40).
| HWAZX | VMVAX | HWAZX / VMVAX | |
| Total Expense Ratio | 0.86 | 0.07 | 1,229% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 1.792 | -1.683 | -107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 29.1B | 2% |
| Annual Yield % from dividends | 1.27 | 2.40 | 53% |
| Returns for 1 year | -0.79 | 3.48 | -23% |
| Returns for 3 years | 23.13 | 15.55 | 149% |
| Returns for 5 years | 90.22 | 76.40 | 118% |
| Returns for 10 years | N/A | 75.65 | - |
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