Ad is loading...
HWCIX vs VVIAX
HWCIX vs VVIAX Comparison
Open Charts HWCIX vs VVIAX
Hotchkis & Wiley Diversified Value I
Price$32.46
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
View a ticker or compare two or three
VS
VS
HWCIX vs VVIAX Comparison Chart
Loading...
HWCIX 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 HWCIX is a StrongBuy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. HWCIX (106M). 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 (21.12) and VVIAX (20.40) have marching annual gain over last year. HWCIX return over 5 years is better than : 81.71 vs. VVIAX (54.20).
| 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 | 12.238 | 15.359 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 183B | 0% |
| Annual Yield % from dividends | 1.43 | 2.36 | 61% |
| Returns for 1 year | 21.12 | 20.40 | 104% |
| Returns for 3 years | 34.02 | 25.00 | 136% |
| Returns for 5 years | 81.71 | 54.20 | 151% |
| Returns for 10 years | 138.03 | 109.21 | 126% |