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HWLZX vs VIVAX
HWLZX vs VIVAX Comparison
Open Charts HWLZX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value Z
Price$42.32
Change-$0.45 (-1.05%)
VolumeN/A
Net Assets369.76M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
HWLZX vs VIVAX Comparison Chart
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HWLZX vs. VIVAX commentary
Jun 15, 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 HWLZX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. HWLZX (370M). VIVAX pays higher dividends than HWLZX: VIVAX (2.16) vs HWLZX (1.65). HWLZX was incepted earlier than VIVAX: HWLZX (6 years) vs VIVAX (33 years). HWLZX (0.85) is less costly to investors than VIVAX (0.17). HWLZX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). 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 : 8.88 vs. HWLZX (1.43). VIVAX return over 5 years is better than : 73.96 vs. HWLZX (66.98).
| HWLZX | VIVAX | HWLZX / VIVAX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 3.710 | 3.252 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 189B | 0% |
| Annual Yield % from dividends | 1.65 | 2.16 | 77% |
| Returns for 1 year | 1.43 | 8.88 | 16% |
| Returns for 3 years | 10.51 | 33.27 | 32% |
| Returns for 5 years | 66.98 | 73.96 | 91% |
| Returns for 10 years | N/A | 105.20 | - |
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