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HWCAX vs VIVAX
HWCAX vs VIVAX Comparison
Open Charts HWCAX vs VIVAX
Hotchkis & Wiley Disciplined Value A
Price$30.07
Change+$0.12 (+0.40%)
VolumeN/A
Net Assets78.25M
Vanguard Value Index I
Price$69.40
Change+$0.35 (+0.51%)
VolumeN/A
Net Assets195.18B
HWCAX vs VIVAX Comparison Chart in %
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HWCAX vs. VIVAX commentary
Jul 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 HWCAX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. HWCAX (78.2M). VIVAX pays higher dividends than HWCAX: VIVAX (2.06) vs HWCAX (1.53). HWCAX was incepted earlier than VIVAX: HWCAX (21 years) vs VIVAX (33 years). HWCAX (1.23) is less costly to investors than VIVAX (0.17). HWCAX is a more actively managed with annual turnover of: 34.00 vs. VIVAX (9.00). HWCAX has a lower initial minimum investment than VIVAX: HWCAX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 5.69 vs. HWCAX (-6.35). HWCAX return over 5 years is better than : 99.75 vs. VIVAX (71.01).
| HWCAX | VIVAX | HWCAX / VIVAX | |
| Total Expense Ratio | 1.05 | 0.17 | 618% |
| Annual Report Gross Expense Ratio | 1.23 | 0.17 | 724% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 4.101 | 4.573 | 90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.2M | 195B | 0% |
| Annual Yield % from dividends | 1.53 | 2.06 | 74% |
| Returns for 1 year | -6.35 | 5.69 | -112% |
| Returns for 3 years | 34.98 | 35.05 | 100% |
| Returns for 5 years | 99.75 | 71.01 | 140% |
| Returns for 10 years | 111.28 | 108.32 | 103% |
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