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HWAZX vs VMVAX
HWAZX vs VMVAX Comparison
Open Charts HWAZX vs VMVAX
Hotchkis & Wiley Value Opps Z
Price$40.15
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets722.41M
Vanguard Mid-Cap Value Index Admiral
Price$86.69
Change+$0.16 (+0.18%)
VolumeN/A
Net Assets31.04B
HWAZX vs VMVAX Comparison Chart in %
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HWAZX vs. VMVAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. HWAZX (722M). VMVAX pays higher dividends than HWAZX: VMVAX (2.22) 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 : 9.58 vs. HWAZX (8.20). HWAZX return over 5 years is better than : 79.47 vs. VMVAX (63.76).
| 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 | 7.464 | 3.346 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 31B | 2% |
| Annual Yield % from dividends | 1.17 | 2.22 | 53% |
| Returns for 1 year | 8.20 | 9.58 | 86% |
| Returns for 3 years | 27.81 | 20.91 | 133% |
| Returns for 5 years | 79.47 | 63.76 | 125% |
| Returns for 10 years | N/A | 84.75 | - |
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