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HWAZX vs VVIAX
HWAZX vs VVIAX Comparison
Open Charts HWAZX vs VVIAX
Hotchkis & Wiley Value Opps Z
Price$38.17
Change-$0.24 (-0.62%)
VolumeN/A
Net Assets661.28M
Vanguard Value Index Adm
Price$66.40
Change-$0.82 (-1.22%)
VolumeN/A
Net Assets195.24B
HWAZX vs VVIAX Comparison Chart
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HWAZX vs. VVIAX commentary
Mar 12, 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: 195B vs. HWAZX (661M). VVIAX pays higher dividends than HWAZX: VVIAX (2.19) vs HWAZX (1.19). HWAZX was incepted earlier than VVIAX: HWAZX (5 years) vs VVIAX (24 years). HWAZX (0.86) is less costly to investors than VVIAX (0.05). HWAZX is a more actively managed with annual turnover of: 71.00 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 : 8.65 vs. HWAZX (6.68). VVIAX (98.26) and HWAZX (95.54) have equivalent 5 years return.
| HWAZX | VVIAX | HWAZX / VVIAX | |
| Total Expense Ratio | 0.86 | 0.05 | 1,720% |
| Annual Report Gross Expense Ratio | 0.86 | 0.05 | 1,720% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 5.083 | 1.787 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 195B | 0% |
| Annual Yield % from dividends | 1.19 | 2.19 | 55% |
| Returns for 1 year | 6.68 | 8.65 | 77% |
| Returns for 3 years | 16.33 | 21.83 | 75% |
| Returns for 5 years | 95.54 | 98.26 | 97% |
| Returns for 10 years | N/A | 107.22 | - |
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