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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
Jul 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 254B vs. HWLIX (369M). VIVIX pays higher dividends than HWLIX: VIVIX (1.88) vs HWLIX (1.62). 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 : 23.01 vs. HWLIX (12.86). VIVIX return over 5 years is better than : 60.49 vs. HWLIX (23.58).
| 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 | 8.893 | 15.729 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 254B | 0% |
| Annual Yield % from dividends | 1.62 | 1.88 | 86% |
| Returns for 1 year | 12.86 | 23.01 | 56% |
| Returns for 3 years | 18.78 | 50.76 | 37% |
| Returns for 5 years | 23.58 | 60.49 | 39% |
| Returns for 10 years | 115.30 | 152.99 | 75% |
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