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HWCAX vs VVIAX
HWCAX vs VVIAX Comparison
Open Charts HWCAX vs VVIAX
Hotchkis & Wiley Disciplined Value A
Price$33.86
Change+$0.03 (+0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.42
Change+$0.09 (+0.13%)
VolumeN/A
CapitalizationN/A
HWCAX vs VVIAX Comparison Chart
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HWCAX vs. VVIAX commentary
Nov 14, 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: 184B vs. HWCAX (109M). 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 (28.13) and VVIAX (27.16) have marching annual gain over last year. HWCAX return over 5 years is better than : 78.23 vs. VVIAX (52.36).
| 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 | 17.406 | 19.157 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 184B | 0% |
| Annual Yield % from dividends | 1.15 | 2.36 | 49% |
| Returns for 1 year | 28.13 | 27.16 | 104% |
| Returns for 3 years | 28.50 | 22.67 | 126% |
| Returns for 5 years | 78.23 | 52.36 | 149% |
| Returns for 10 years | 147.15 | 114.13 | 129% |
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