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HWAZX vs VMVAX
HWAZX vs VMVAX Comparison
Open Charts HWAZX vs VMVAX
Hotchkis & Wiley Value Opps Z
Price$39.64
Change-$0.63 (-1.56%)
VolumeN/A
Net Assets726.69M
Vanguard Mid-Cap Value Index Admiral
Price$85.73
Change+$0.41 (+0.48%)
VolumeN/A
Net Assets30.57B
HWAZX vs VMVAX Comparison Chart in %
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HWAZX vs. VMVAX commentary
Jul 17, 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: 30.6B vs. HWAZX (727M). VMVAX pays higher dividends than HWAZX: VMVAX (2.26) vs HWAZX (1.17). 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 : 4.50 vs. HWAZX (1.91). HWAZX return over 5 years is better than : 84.02 vs. VMVAX (66.91).
| 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 | 7.731 | 1.901 | 407% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 727M | 30.6B | 2% |
| Annual Yield % from dividends | 1.17 | 2.26 | 52% |
| Returns for 1 year | 1.91 | 4.50 | 42% |
| Returns for 3 years | 41.45 | 27.01 | 153% |
| Returns for 5 years | 84.02 | 66.91 | 126% |
| Returns for 10 years | N/A | 84.06 | - |
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