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HWLIX vs VIVAX
HWLIX vs VIVAX Comparison
Open Charts HWLIX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value I
Price$42.31
Change+$0.56 (+1.34%)
VolumeN/A
Net Assets361.27M
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
HWLIX vs VIVAX Comparison Chart
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HWLIX vs. VIVAX commentary
Jun 07, 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: 189B vs. HWLIX (361M). VIVAX pays higher dividends than HWLIX: VIVAX (2.16) vs HWLIX (1.55). 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 : 6.81 vs. HWLIX (-2.03). VIVAX return over 5 years is better than : 58.70 vs. HWLIX (49.07).
| 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 | 1.163 | 1.238 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 189B | 0% |
| Annual Yield % from dividends | 1.55 | 2.16 | 72% |
| Returns for 1 year | -2.03 | 6.81 | -30% |
| Returns for 3 years | -3.83 | 18.51 | -21% |
| Returns for 5 years | 49.07 | 58.70 | 84% |
| Returns for 10 years | 69.44 | 102.90 | 67% |
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