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HWAZX vs VMVAX
HWAZX vs VMVAX Comparison
Open Charts HWAZX vs VMVAX
Hotchkis & Wiley Value Opps Z
Price$36.05
Change+$0.21 (+0.59%)
VolumeN/A
Net Assets640.4M
Vanguard Mid-Cap Value Index Admiral
Price$78.46
Change-$0.28 (-0.36%)
VolumeN/A
Net Assets29.86B
HWAZX vs VMVAX Comparison Chart
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HWAZX vs. VMVAX commentary
Apr 16, 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: 29.9B vs. HWAZX (640M). VMVAX pays higher dividends than HWAZX: VMVAX (2.33) vs HWAZX (1.23). 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 (22.00). 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 : 2.94 vs. HWAZX (-4.33). HWAZX return over 5 years is better than : 87.41 vs. VMVAX (79.39).
| 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 | -5.136 | -5.970 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 29.9B | 2% |
| Annual Yield % from dividends | 1.23 | 2.33 | 53% |
| Returns for 1 year | -4.33 | 2.94 | -147% |
| Returns for 3 years | 2.90 | 2.57 | 113% |
| Returns for 5 years | 87.41 | 79.39 | 110% |
| Returns for 10 years | N/A | 67.82 | - |
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