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HWLIX vs VVIAX
HWLIX vs VVIAX Comparison
Open Charts HWLIX vs VVIAX
Hotchkis & Wiley Large Cap Fdml Value I
Price$40.87
Change+$0.56 (+1.39%)
VolumeN/A
Net Assets354.31M
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
HWLIX vs VVIAX Comparison Chart
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HWLIX vs. VVIAX commentary
May 09, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. HWLIX (354M). VVIAX pays higher dividends than HWLIX: VVIAX (2.34) vs HWLIX (1.60). HWLIX was incepted earlier than VVIAX: HWLIX (38 years) vs VVIAX (25 years). HWLIX (0.98) is less costly to investors than VVIAX (0.05). HWLIX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (9.00). 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 : 5.12 vs. HWLIX (-5.54). VVIAX (72.19) and HWLIX (70.31) have equivalent 5 years return.
| HWLIX | VVIAX | HWLIX / VVIAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.98 | 0.05 | 1,960% |
| Fund Existence | 38 years | 25 years | - |
| Gain YTD | -2.326 | -0.957 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 184B | 0% |
| Annual Yield % from dividends | 1.60 | 2.34 | 68% |
| Returns for 1 year | -5.54 | 5.12 | -108% |
| Returns for 3 years | 0.17 | 20.66 | 1% |
| Returns for 5 years | 70.31 | 72.19 | 97% |
| Returns for 10 years | 63.30 | 96.21 | 66% |
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