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HWAZX vs VMVIX
HWAZX vs VMVIX Comparison
Open Charts HWAZX vs VMVIX
Hotchkis & Wiley Value Opps Z
Price$38.85
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets692.91M
Vanguard Mid-Cap Value Index Investor
Price$63.53
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets29.07B
HWAZX vs VMVIX Comparison Chart
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HWAZX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.1B vs. HWAZX (693M). 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 : 5.24 vs. HWAZX (0.06). HWAZX return over 5 years is better than : 77.73 vs. VMVIX (62.40).
| 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 | 3.826 | -0.162 | -2,361% |
| 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 | 2.19 | 55% |
| Returns for 1 year | 0.06 | 5.24 | 1% |
| Returns for 3 years | 18.01 | 12.80 | 141% |
| Returns for 5 years | 77.73 | 62.40 | 125% |
| Returns for 10 years | N/A | 78.61 | - |
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