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HWCIX vs VVIAX
HWCIX vs VVIAX Comparison
Open Charts HWCIX vs VVIAX
Hotchkis & Wiley Disciplined Value I
Price$33.36
Change-$0.20 (-0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
HWCIX vs VVIAX Comparison Chart
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HWCIX vs. VVIAX commentary
Nov 18, 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 HWCIX is a StrongSell and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. HWCIX (108M). VVIAX pays higher dividends than HWCIX: VVIAX (2.36) vs HWCIX (1.43). HWCIX was incepted earlier than VVIAX: HWCIX (20 years) vs VVIAX (24 years). HWCIX is a more actively managed with annual turnover of: 26.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than HWCIX: VVIAX (3000) vs HWCIX (250000). HWCIX annual gain was more profitable for investors over the last year : 27.21 vs. VVIAX (25.54). HWCIX return over 5 years is better than : 77.88 vs. VVIAX (50.78).
| HWCIX | VVIAX | HWCIX / 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 | 16.318 | 17.922 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 184B | 0% |
| Annual Yield % from dividends | 1.43 | 2.36 | 61% |
| Returns for 1 year | 27.21 | 25.54 | 107% |
| Returns for 3 years | 28.24 | 21.55 | 131% |
| Returns for 5 years | 77.88 | 50.78 | 153% |
| Returns for 10 years | 146.37 | 110.49 | 132% |