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HWLIX vs VIVIX
HWLIX vs VIVIX Comparison
Open Charts HWLIX vs VIVIX
Hotchkis & Wiley Large Cap Fdml Value I
Price$38.90
Change+$0.44 (+1.14%)
VolumeN/A
Net Assets342.53M
Vanguard Value Index I
Price$63.10
Change+$0.15 (+0.24%)
VolumeN/A
Net Assets190.51B
HWLIX vs VIVIX Comparison Chart
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HWLIX vs. VIVIX commentary
Apr 18, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. HWLIX (343M). VIVIX pays higher dividends than HWLIX: VIVIX (2.27) vs HWLIX (1.52). HWLIX was incepted earlier than VIVIX: HWLIX (38 years) vs VIVIX (27 years). HWLIX (0.98) is less costly to investors than VIVIX (0.04). HWLIX is a more actively managed with annual turnover of: 22.00 vs. VIVIX (10.00). HWLIX has a lower initial minimum investment than VIVIX: HWLIX (250000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.49 vs. HWLIX (-7.24). HWLIX return over 5 years is better than : 68.06 vs. VIVIX (64.56).
| HWLIX | VIVIX | HWLIX / VIVIX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.98 | 0.04 | 2,450% |
| Fund Existence | 38 years | 27 years | - |
| Gain YTD | -6.809 | -4.638 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 191B | 0% |
| Annual Yield % from dividends | 1.52 | 2.27 | 67% |
| Returns for 1 year | -7.24 | 4.49 | -161% |
| Returns for 3 years | -12.37 | 9.29 | -133% |
| Returns for 5 years | 68.06 | 64.56 | 105% |
| Returns for 10 years | 56.26 | 90.25 | 62% |
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