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HWAZX vs VMVIX
HWAZX vs VMVIX Comparison
Open Charts HWAZX vs VMVIX
Hotchkis & Wiley Value Opps Z
Price$39.69
Change+$0.33 (+0.84%)
VolumeN/A
Net Assets705.12M
Vanguard Mid-Cap Value Index Investor
Price$64.74
Change+$0.34 (+0.53%)
VolumeN/A
Net Assets29.95B
HWAZX vs VMVIX Comparison Chart in %
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HWAZX vs. VMVIX commentary
Jun 25, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. HWAZX (705M). VMVIX pays higher dividends than HWAZX: VMVIX (2.19) vs HWAZX (1.21). HWAZX was incepted earlier than VMVIX: HWAZX (6 years) vs VMVIX (19 years). HWAZX (0.86) is less costly to investors than VMVIX (0.19). HWAZX is a more actively managed with annual turnover of: 71.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than HWAZX: VMVIX (3000) vs HWAZX (1000000). VMVIX annual gain was more profitable for investors over the last year : 7.06 vs. HWAZX (3.97). HWAZX return over 5 years is better than : 88.86 vs. VMVIX (75.67).
| HWAZX | VMVIX | HWAZX / VMVIX | |
| Total Expense Ratio | 0.86 | 0.19 | 453% |
| Annual Report Gross Expense Ratio | 0.86 | 0.19 | 453% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 5.243 | 0.294 | 1,786% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 29.9B | 2% |
| Annual Yield % from dividends | 1.21 | 2.19 | 55% |
| Returns for 1 year | 3.97 | 7.06 | 56% |
| Returns for 3 years | 33.20 | 23.80 | 139% |
| Returns for 5 years | 88.86 | 75.67 | 117% |
| Returns for 10 years | N/A | 78.98 | - |
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