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HWAZX vs VVIAX
HWAZX vs VVIAX Comparison
Open Charts HWAZX vs VVIAX
Hotchkis & Wiley Value Opps Z
Price$35.78
Change+$0.16 (+0.45%)
VolumeN/A
Net Assets635.62M
Vanguard Value Index Adm
Price$63.11
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
HWAZX vs VVIAX Comparison Chart
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HWAZX vs. VVIAX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. HWAZX (636M). VVIAX pays higher dividends than HWAZX: VVIAX (2.26) vs HWAZX (1.23). HWAZX was incepted earlier than VVIAX: HWAZX (6 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 : 4.49 vs. HWAZX (-2.97). HWAZX return over 5 years is better than : 82.80 vs. VVIAX (64.55).
| 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 | 6 years | 24 years | - |
| Gain YTD | -4.708 | -4.652 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 191B | 0% |
| Annual Yield % from dividends | 1.23 | 2.26 | 54% |
| Returns for 1 year | -2.97 | 4.49 | -66% |
| Returns for 3 years | 3.13 | 9.27 | 34% |
| Returns for 5 years | 82.80 | 64.55 | 128% |
| Returns for 10 years | N/A | 90.25 | - |
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