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HWAZX vs VVIAX
HWAZX vs VVIAX Comparison
Open Charts HWAZX vs VVIAX
Hotchkis & Wiley Value Opps Z
Price$39.33
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets682.26M
Vanguard Value Index Adm
Price$69.34
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets183.52B
HWAZX vs VVIAX Comparison Chart
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HWAZX vs. VVIAX commentary
Jan 31, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. HWAZX (682M). 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 : 16.69 vs. HWAZX (9.90). VVIAX (50.85) and HWAZX (49.99) 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 | 5.056 | 3.907 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 184B | 0% |
| Annual Yield % from dividends | 0.98 | 2.36 | 41% |
| Returns for 1 year | 9.90 | 16.69 | 59% |
| Returns for 3 years | 14.55 | 21.04 | 69% |
| Returns for 5 years | 49.99 | 50.85 | 98% |
| Returns for 10 years | N/A | 114.24 | - |
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