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HWCAX vs VIVAX
HWCAX vs VIVAX Comparison
Open Charts HWCAX vs VIVAX
Hotchkis & Wiley Diversified Value A
Price$32.59
Change-$0.19 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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HWCAX vs VIVAX Comparison Chart
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HWCAX vs. VIVAX commentary
Sep 21, 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 HWCAX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. HWCAX (106M). VIVAX pays higher dividends than HWCAX: VIVAX (2.25) vs HWCAX (1.15). HWCAX was incepted earlier than VIVAX: HWCAX (20 years) vs VIVAX (32 years). HWCAX is a more actively managed with annual turnover of: 26.00 vs. VIVAX (10.00). HWCAX has a lower initial minimum investment than VIVAX: HWCAX (2500) vs VIVAX (3000). HWCAX (24.16) and VIVAX (23.98) have marching annual gain over last year. HWCAX return over 5 years is better than : 81.49 vs. VIVAX (55.44).
| HWCAX | VIVAX | HWCAX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 13.003 | 16.261 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 183B | 0% |
| Annual Yield % from dividends | 1.15 | 2.25 | 51% |
| Returns for 1 year | 24.16 | 23.98 | 101% |
| Returns for 3 years | 38.02 | 28.28 | 134% |
| Returns for 5 years | 81.49 | 55.44 | 147% |
| Returns for 10 years | 140.64 | 113.95 | 123% |
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