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HWCAX vs VIVIX
HWCAX vs VIVIX Comparison
Open Charts HWCAX vs VIVIX
Hotchkis & Wiley Disciplined Value A
Price$30.07
Change+$0.12 (+0.40%)
VolumeN/A
Net Assets78.25M
Vanguard Value Index I
Price$69.03
Change+$0.33 (+0.48%)
VolumeN/A
Net Assets195.18B
HWCAX vs VIVIX Comparison Chart in %
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HWCAX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. HWCAX (78.2M). VIVIX pays higher dividends than HWCAX: VIVIX (2.19) vs HWCAX (1.53). HWCAX was incepted earlier than VIVIX: HWCAX (21 years) vs VIVIX (27 years). HWCAX (1.23) is less costly to investors than VIVIX (0.04). HWCAX is a more actively managed with annual turnover of: 34.00 vs. VIVIX (9.00). HWCAX has a lower initial minimum investment than VIVIX: HWCAX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.39 vs. HWCAX (-6.35). HWCAX return over 5 years is better than : 99.75 vs. VIVIX (70.21).
| HWCAX | VIVIX | HWCAX / VIVIX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.23 | 0.04 | 3,075% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 4.101 | 4.093 | 100% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.2M | 195B | 0% |
| Annual Yield % from dividends | 1.53 | 2.19 | 70% |
| Returns for 1 year | -6.35 | 5.39 | -118% |
| Returns for 3 years | 34.98 | 33.37 | 105% |
| Returns for 5 years | 99.75 | 70.21 | 142% |
| Returns for 10 years | 111.28 | 107.11 | 104% |
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