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HWLIX vs VVIAX
HWLIX vs VVIAX Comparison
Open Charts HWLIX vs VVIAX
Hotchkis & Wiley Large Cap Fdml Value I
Price$47.94
Change+$0.51 (+1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.72
Change+$0.84 (+1.22%)
VolumeN/A
CapitalizationN/A
HWLIX vs VVIAX Comparison Chart
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HWLIX vs. VVIAX commentary
Nov 22, 2024
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 Buy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. HWLIX (408M). VVIAX pays higher dividends than HWLIX: VVIAX (2.36) vs HWLIX (1.43). HWLIX was incepted earlier than VVIAX: HWLIX (37 years) vs VVIAX (24 years). HWLIX is a more actively managed with annual turnover of: 26.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than HWLIX: VVIAX (3000) vs HWLIX (250000). VVIAX annual gain was more profitable for investors over the last year : 26.09 vs. HWLIX (16.70). VVIAX return over 5 years is better than : 53.09 vs. HWLIX (44.45).
| HWLIX | VVIAX | HWLIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | 18.312 | 19.672 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 184B | 0% |
| Annual Yield % from dividends | 1.43 | 2.36 | 61% |
| Returns for 1 year | 16.70 | 26.09 | 64% |
| Returns for 3 years | 9.53 | 24.77 | 38% |
| Returns for 5 years | 44.45 | 53.09 | 84% |
| Returns for 10 years | 97.08 | 112.26 | 86% |