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HWLIX vs VIVAX
HWLIX vs VIVAX Comparison
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HWLIX vs VIVAX Comparison Chart in %
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HWLIX vs. VIVAX commentary
Jun 24, 2026
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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 245B vs. HWLIX (361M). VIVAX pays higher dividends than HWLIX: VIVAX (1.76) vs HWLIX (1.60). HWLIX was incepted earlier than VIVAX: HWLIX (39 years) vs VIVAX (34 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 (8.00). VIVAX has a lower initial minimum investment than HWLIX: VIVAX (0) vs HWLIX (250000). VIVAX annual gain was more profitable for investors over the last year : 25.32 vs. HWLIX (13.78). VIVAX return over 5 years is better than : 60.10 vs. HWLIX (15.33).
| HWLIX | VIVAX | HWLIX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.98 | 0.17 | 576% |
| Fund Existence | 39 years | 34 years | - |
| Gain YTD | 5.158 | 14.451 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 245B | 0% |
| Annual Yield % from dividends | 1.60 | 1.76 | 91% |
| Returns for 1 year | 13.78 | 25.32 | 54% |
| Returns for 3 years | 25.04 | 57.90 | 43% |
| Returns for 5 years | 15.33 | 60.10 | 26% |
| Returns for 10 years | 122.23 | 166.33 | 73% |
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