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HWLIX vs VIVAX
HWLIX vs VIVAX Comparison
Open Charts HWLIX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value I
Price$43.62
Change+$0.61 (+1.42%)
VolumeN/A
Net Assets362.64M
Vanguard Value Index I
Price$69.81
Change+$0.59 (+0.85%)
VolumeN/A
Net Assets195.18B
HWLIX vs VIVAX Comparison Chart in %
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HWLIX vs. VIVAX commentary
Jul 23, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. HWLIX (363M). VIVAX pays higher dividends than HWLIX: VIVAX (2.06) vs HWLIX (1.50). 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 : 7.56 vs. HWLIX (-2.83). VIVAX return over 5 years is better than : 69.96 vs. HWLIX (61.93).
| 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 | 4.216 | 4.831 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 363M | 195B | 0% |
| Annual Yield % from dividends | 1.50 | 2.06 | 73% |
| Returns for 1 year | -2.83 | 7.56 | -37% |
| Returns for 3 years | 10.85 | 32.41 | 33% |
| Returns for 5 years | 61.93 | 69.96 | 89% |
| Returns for 10 years | 77.65 | 113.79 | 68% |
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