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HWLIX vs VIVAX
HWLIX vs VIVAX Comparison
Open Charts HWLIX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value I
Price$41.44
Change+$0.33 (+0.80%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.86
Change+$0.56 (+0.84%)
VolumeN/A
CapitalizationN/A
HWLIX vs VIVAX Comparison Chart
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HWLIX vs. VIVAX commentary
Dec 25, 2024
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 Sell and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. HWLIX (379M). VIVAX pays higher dividends than HWLIX: VIVAX (2.25) vs HWLIX (1.43). HWLIX was incepted earlier than VIVAX: HWLIX (38 years) vs VIVAX (32 years). HWLIX is a more actively managed with annual turnover of: 26.00 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 : 15.09 vs. HWLIX (3.32). VIVAX return over 5 years is better than : 42.89 vs. HWLIX (22.75).
| HWLIX | VIVAX | HWLIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 32 years | - |
| Gain YTD | 2.967 | 14.381 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 195B | 0% |
| Annual Yield % from dividends | 1.43 | 2.25 | 64% |
| Returns for 1 year | 3.32 | 15.09 | 22% |
| Returns for 3 years | -3.52 | 17.92 | -20% |
| Returns for 5 years | 22.75 | 42.89 | 53% |
| Returns for 10 years | 68.74 | 99.89 | 69% |
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