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HWLIX vs VIVAX
HWLIX vs VIVAX Comparison
Open Charts HWLIX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value I
Price$38.90
Change+$0.44 (+1.14%)
VolumeN/A
Net Assets342.53M
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
HWLIX vs VIVAX Comparison Chart
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HWLIX vs. VIVAX commentary
Apr 18, 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: 191B vs. HWLIX (343M). VIVAX pays higher dividends than HWLIX: VIVAX (2.14) vs HWLIX (1.52). HWLIX was incepted earlier than VIVAX: HWLIX (38 years) vs VIVAX (32 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 (10.00). 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 : 4.48 vs. HWLIX (-6.42). HWLIX return over 5 years is better than : 69.99 vs. VIVAX (64.54).
| 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 | 32 years | - |
| Gain YTD | -5.743 | -4.652 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 191B | 0% |
| Annual Yield % from dividends | 1.52 | 2.14 | 71% |
| Returns for 1 year | -6.42 | 4.48 | -143% |
| Returns for 3 years | -13.90 | 9.28 | -150% |
| Returns for 5 years | 69.99 | 64.54 | 108% |
| Returns for 10 years | 59.20 | 90.29 | 66% |
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