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HWCAX vs VVIAX
HWCAX vs VVIAX Comparison
Open Charts HWCAX vs VVIAX
Hotchkis & Wiley Diversified Value A
Price$32.59
Change-$0.19 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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HWCAX vs VVIAX Comparison Chart
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HWCAX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. HWCAX (106M). VVIAX pays higher dividends than HWCAX: VVIAX (2.36) vs HWCAX (1.15). HWCAX was incepted earlier than VVIAX: HWCAX (20 years) vs VVIAX (24 years). HWCAX is a more actively managed with annual turnover of: 26.00 vs. VVIAX (10.00). HWCAX has a lower initial minimum investment than VVIAX: HWCAX (2500) vs VVIAX (3000). HWCAX (24.16) and VVIAX (24.02) have marching annual gain over last year. HWCAX return over 5 years is better than : 81.49 vs. VVIAX (55.46).
| HWCAX | VVIAX | HWCAX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 13.003 | 16.303 | 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 | 2.36 | 49% |
| Returns for 1 year | 24.16 | 24.02 | 101% |
| Returns for 3 years | 38.02 | 28.29 | 134% |
| Returns for 5 years | 81.49 | 55.46 | 147% |
| Returns for 10 years | 140.64 | 114.04 | 123% |
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