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HWLIX vs VIVIX
HWLIX vs VIVIX Comparison
Open Charts HWLIX vs VIVIX
Hotchkis & Wiley Large Cap Fdml Value I
Price$40.87
Change+$0.56 (+1.39%)
VolumeN/A
Net Assets354.31M
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
HWLIX vs VIVIX Comparison Chart
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HWLIX vs. VIVIX commentary
May 09, 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: 184B vs. HWLIX (354M). VIVIX pays higher dividends than HWLIX: VIVIX (2.35) vs HWLIX (1.60). 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 (9.00). 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 : 5.12 vs. HWLIX (-5.50). VIVIX (72.19) and HWLIX (70.18) have equivalent 5 years return.
| 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 | -2.399 | -0.942 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 184B | 0% |
| Annual Yield % from dividends | 1.60 | 2.35 | 68% |
| Returns for 1 year | -5.50 | 5.12 | -107% |
| Returns for 3 years | -3.82 | 20.66 | -19% |
| Returns for 5 years | 70.18 | 72.19 | 97% |
| Returns for 10 years | 62.77 | 96.21 | 65% |
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