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HWLIX vs VIVAX
HWLIX vs VIVAX Comparison
Open Charts HWLIX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value I
Price$47.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.44
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
HWLIX vs VIVAX Comparison Chart
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HWLIX vs. VIVAX commentary
Nov 14, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. HWLIX (413M). VIVAX pays higher dividends than HWLIX: VIVAX (2.25) vs HWLIX (1.43). HWLIX was incepted earlier than VIVAX: HWLIX (37 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 : 27.17 vs. HWLIX (17.88). VIVAX return over 5 years is better than : 52.39 vs. HWLIX (43.76).
| HWLIX | VIVAX | HWLIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 32 years | - |
| Gain YTD | 18.016 | 19.148 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 413M | 184B | 0% |
| Annual Yield % from dividends | 1.43 | 2.25 | 64% |
| Returns for 1 year | 17.88 | 27.17 | 66% |
| Returns for 3 years | 6.39 | 22.68 | 28% |
| Returns for 5 years | 43.76 | 52.39 | 84% |
| Returns for 10 years | 99.75 | 114.10 | 87% |