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HWLIX vs VIVIX
HWLIX vs VIVIX Comparison
Open Charts HWLIX vs VIVIX
Hotchkis & Wiley Large Cap Fdml Value I
Price$42.97
Change-$0.66 (-1.51%)
VolumeN/A
Net Assets391.19M
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
HWLIX vs VIVIX Comparison Chart
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HWLIX vs. VIVIX commentary
Feb 23, 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 Hold and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. HWLIX (391M). VIVIX pays higher dividends than HWLIX: VIVIX (2.37) vs HWLIX (1.43). HWLIX was incepted earlier than VIVIX: HWLIX (38 years) vs VIVIX (27 years). HWLIX is a more actively managed with annual turnover of: 26.00 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 : 13.44 vs. HWLIX (5.41). VIVIX return over 5 years is better than : 47.20 vs. HWLIX (31.31).
| HWLIX | VIVIX | HWLIX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 27 years | - |
| Gain YTD | 4.119 | 4.165 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 193B | 0% |
| Annual Yield % from dividends | 1.43 | 2.37 | 60% |
| Returns for 1 year | 5.41 | 13.44 | 40% |
| Returns for 3 years | -2.22 | 23.92 | -9% |
| Returns for 5 years | 31.31 | 47.20 | 66% |
| Returns for 10 years | 74.33 | 105.52 | 70% |