Interact to see
Advertisement
Advertisement
HWLIX vs VIVAX
HWLIX vs VIVAX Comparison
Open Charts HWLIX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value I
Price$47.02
Change+$0.21 (+0.45%)
VolumeN/A
Net Assets356.25M
Vanguard Value Index I
Price$74.32
Change+$0.48 (+0.65%)
VolumeN/A
Net Assets207.95B
HWLIX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWLIX vs. VIVAX commentary
Nov 29, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. HWLIX (356M). VIVAX pays higher dividends than HWLIX: VIVAX (1.98) vs HWLIX (1.40). 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: 40.00 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 : 4.49 vs. HWLIX (-2.25). VIVAX return over 5 years is better than : 62.39 vs. HWLIX (44.46).
| 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 | 13.424 | 11.859 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 208B | 0% |
| Annual Yield % from dividends | 1.40 | 1.98 | 71% |
| Returns for 1 year | -2.25 | 4.49 | -50% |
| Returns for 3 years | 11.33 | 32.10 | 35% |
| Returns for 5 years | 44.46 | 62.39 | 71% |
| Returns for 10 years | 99.07 | 126.10 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement