Ad is loading...
HWLZX vs VIVAX
HWLZX vs VIVAX Comparison
Open Charts HWLZX vs VIVAX
Hotchkis & Wiley Large Cap Value Z
Price$46.04
Change-$0.28 (-0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
HWLZX vs VIVAX Comparison Chart
Loading...
HWLZX vs. VIVAX commentary
Sep 21, 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 HWLZX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. HWLZX (403M). VIVAX pays higher dividends than HWLZX: VIVAX (2.25) vs HWLZX (1.51). HWLZX was incepted earlier than VIVAX: HWLZX (5 years) vs VIVAX (32 years). HWLZX is a more actively managed with annual turnover of: 26.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than HWLZX: VIVAX (3000) vs HWLZX (1000000). VIVAX annual gain was more profitable for investors over the last year : 23.98 vs. HWLZX (14.04).
| HWLZX | VIVAX | HWLZX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 13.679 | 16.261 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 183B | 0% |
| Annual Yield % from dividends | 1.51 | 2.25 | 67% |
| Returns for 1 year | 14.04 | 23.98 | 59% |
| Returns for 3 years | 14.28 | 28.28 | 51% |
| Returns for 5 years | N/A | 55.44 | - |
| Returns for 10 years | N/A | 113.95 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers