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HWLIX vs VIVAX
HWLIX vs VIVAX Comparison
Open Charts HWLIX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value I
Price$40.87
Change+$0.56 (+1.39%)
VolumeN/A
Net Assets354.31M
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
HWLIX vs VIVAX Comparison Chart
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HWLIX vs. VIVAX commentary
May 09, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. HWLIX (354M). VIVAX pays higher dividends than HWLIX: VIVAX (2.22) vs HWLIX (1.60). 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 : 5.12 vs. HWLIX (-5.50). VIVAX (72.17) and HWLIX (70.18) have equivalent 5 years return.
| 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 | -2.399 | -0.958 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 184B | 0% |
| Annual Yield % from dividends | 1.60 | 2.22 | 72% |
| Returns for 1 year | -5.50 | 5.12 | -108% |
| Returns for 3 years | -3.82 | 20.66 | -19% |
| Returns for 5 years | 70.18 | 72.17 | 97% |
| Returns for 10 years | 62.77 | 96.24 | 65% |
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