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HWLIX vs VVIAX
HWLIX vs VVIAX Comparison
Open Charts HWLIX vs VVIAX
Hotchkis & Wiley Large Cap Fdml Value I
Price$41.44
Change+$0.33 (+0.80%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.83
Change+$0.56 (+0.85%)
VolumeN/A
CapitalizationN/A
HWLIX vs VVIAX Comparison Chart
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HWLIX vs. VVIAX commentary
Dec 25, 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 Sell and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. HWLIX (379M). VVIAX pays higher dividends than HWLIX: VVIAX (2.36) vs HWLIX (1.43). HWLIX was incepted earlier than VVIAX: HWLIX (38 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 : 15.12 vs. HWLIX (4.15). VVIAX return over 5 years is better than : 42.91 vs. HWLIX (23.36).
| HWLIX | VVIAX | HWLIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | 3.794 | 14.406 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 195B | 0% |
| Annual Yield % from dividends | 1.43 | 2.36 | 61% |
| Returns for 1 year | 4.15 | 15.12 | 27% |
| Returns for 3 years | -2.74 | 17.95 | -15% |
| Returns for 5 years | 23.36 | 42.91 | 54% |
| Returns for 10 years | 70.09 | 99.94 | 70% |
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