Ad is loading...
HWAZX vs VVIAX
HWAZX vs VVIAX Comparison
Open Charts HWAZX vs VVIAX
Hotchkis & Wiley Value Opps Z
Price$37.28
Change-$0.92 (-2.41%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
HWAZX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWAZX vs. VVIAX commentary
Dec 19, 2024
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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. HWAZX (667M). VVIAX pays higher dividends than HWAZX: VVIAX (2.36) vs HWAZX (0.98). HWAZX was incepted earlier than VVIAX: HWAZX (5 years) vs VVIAX (24 years). HWAZX is a more actively managed with annual turnover of: 88.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than HWAZX: VVIAX (3000) vs HWAZX (1000000). VVIAX annual gain was more profitable for investors over the last year : 12.71 vs. HWAZX (7.80). HWAZX (41.93) and VVIAX (40.22) have equivalent 5 years return.
| HWAZX | VVIAX | HWAZX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 5.333 | 13.115 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 667M | 195B | 0% |
| Annual Yield % from dividends | 0.98 | 2.36 | 41% |
| Returns for 1 year | 7.80 | 12.71 | 61% |
| Returns for 3 years | 14.73 | 17.45 | 84% |
| Returns for 5 years | 41.93 | 40.22 | 104% |
| Returns for 10 years | N/A | 99.66 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...