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HWLIX vs VIVIX
HWLIX vs VIVIX Comparison
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HWLIX vs VIVIX Comparison Chart in %
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HWLIX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 245B vs. HWLIX (361M). VIVIX pays higher dividends than HWLIX: VIVIX (1.87) vs HWLIX (1.60). HWLIX was incepted earlier than VIVIX: HWLIX (39 years) vs VIVIX (28 years). HWLIX (0.98) is less costly to investors than VIVIX (0.03). HWLIX is a more actively managed with annual turnover of: 40.00 vs. VIVIX (8.00). 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 : 25.33 vs. HWLIX (13.78). VIVIX return over 5 years is better than : 60.17 vs. HWLIX (15.33).
| HWLIX | VIVIX | HWLIX / VIVIX | |
| Total Expense Ratio | 0.95 | 0.03 | 3,167% |
| Annual Report Gross Expense Ratio | 0.98 | 0.03 | 3,267% |
| Fund Existence | 39 years | 28 years | - |
| Gain YTD | 5.158 | 14.468 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 245B | 0% |
| Annual Yield % from dividends | 1.60 | 1.87 | 85% |
| Returns for 1 year | 13.78 | 25.33 | 54% |
| Returns for 3 years | 25.04 | 57.96 | 43% |
| Returns for 5 years | 15.33 | 60.17 | 25% |
| Returns for 10 years | 122.23 | 166.35 | 73% |
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