HWLIX
Price
$42.31
Change
+$0.56 (+1.34%)
Updated
Jun 6 closing price
Net Assets
361.27M
VIVIX
Price
$67.50
Change
+$0.66 (+0.99%)
Updated
Jun 6 closing price
Net Assets
188.77B
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HWLIX vs VIVIX

Header iconHWLIX vs VIVIX Comparison
Open Charts HWLIX vs VIVIXBanner chart's image
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$67.50
Change+$0.66 (+0.99%)
VolumeN/A
Net Assets188.77B
HWLIX vs VIVIX Comparison Chart
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HWLIX vs. VIVIX 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 VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. HWLIX (361M). VIVIX pays higher dividends than HWLIX: VIVIX (2.29) vs HWLIX (1.55). 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 : 6.80 vs. HWLIX (-2.03). VIVIX return over 5 years is better than : 58.67 vs. HWLIX (49.07).
HWLIXVIVIXHWLIX / VIVIX
Total Expense Ratio0.950.042,375%
Annual Report Gross Expense Ratio0.980.042,450%
Fund Existence38 years27 years-
Gain YTD1.1631.25593%
Front LoadN/AN/A-
Min. Initial Investment25000050000005%
Min. Initial Investment IRAN/AN/A-
Net Assets361M189B0%
Annual Yield % from dividends1.552.2968%
Returns for 1 year-2.036.80-30%
Returns for 3 years-3.8318.51-21%
Returns for 5 years49.0758.6784%
Returns for 10 years69.44102.8768%
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