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HWAZX vs VMVAX
HWAZX vs VMVAX Comparison
Open Charts HWAZX vs VMVAX
Hotchkis & Wiley Value Opps Z
Price$38.85
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets692.91M
Vanguard Mid-Cap Value Index Admiral
Price$83.59
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets29.07B
HWAZX vs VMVAX Comparison Chart
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HWAZX vs. VMVAX commentary
Jun 04, 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 (693M). VMVAX pays higher dividends than HWAZX: VMVAX (2.31) vs HWAZX (1.21). 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 : 5.23 vs. HWAZX (0.06). HWAZX return over 5 years is better than : 77.73 vs. VMVAX (62.47).
| 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 | 3.826 | -0.142 | -2,693% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 693M | 29.1B | 2% |
| Annual Yield % from dividends | 1.21 | 2.31 | 52% |
| Returns for 1 year | 0.06 | 5.23 | 1% |
| Returns for 3 years | 18.01 | 12.84 | 140% |
| Returns for 5 years | 77.73 | 62.47 | 124% |
| Returns for 10 years | N/A | 78.70 | - |
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