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HWLIX vs VIVAX
HWLIX vs VIVAX Comparison
Open Charts HWLIX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value I
Price$43.11
Change+$0.12 (+0.28%)
VolumeN/A
Net Assets368.85M
Vanguard Value Index I
Price$68.98
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets188.77B
HWLIX vs VIVAX Comparison Chart in %
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HWLIX vs. VIVAX commentary
Jul 01, 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 HWLIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. HWLIX (369M). VIVAX pays higher dividends than HWLIX: VIVAX (2.16) vs HWLIX (1.55). HWLIX was incepted earlier than VIVAX: HWLIX (38 years) vs VIVAX (33 years). HWLIX (0.98) is less costly to investors than VIVAX (0.17). HWLIX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than HWLIX: VIVAX (3000) vs HWLIX (250000). VIVAX annual gain was more profitable for investors over the last year : 10.56 vs. HWLIX (1.02). VIVAX return over 5 years is better than : 82.89 vs. HWLIX (75.40).
| HWLIX | VIVAX | HWLIX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.98 | 0.17 | 576% |
| Fund Existence | 38 years | 33 years | - |
| Gain YTD | 4.168 | 4.402 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 189B | 0% |
| Annual Yield % from dividends | 1.55 | 2.16 | 72% |
| Returns for 1 year | 1.02 | 10.56 | 10% |
| Returns for 3 years | 11.19 | 33.24 | 34% |
| Returns for 5 years | 75.40 | 82.89 | 91% |
| Returns for 10 years | 76.91 | 112.46 | 68% |