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HWLZX vs VIVAX
HWLZX vs VIVAX Comparison
Open Charts HWLZX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value Z
Price$42.95
Change-$0.66 (-1.51%)
VolumeN/A
Net Assets397.57M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
HWLZX vs VIVAX Comparison Chart
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HWLZX vs. VIVAX commentary
Feb 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. HWLZX (398M). 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 : 16.22 vs. HWLZX (7.92). VIVAX return over 5 years is better than : 49.60 vs. HWLZX (34.06).
| 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 | 5.868 | 5.828 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 398M | 193B | 0% |
| Annual Yield % from dividends | 1.51 | 2.25 | 67% |
| Returns for 1 year | 7.92 | 16.22 | 49% |
| Returns for 3 years | -1.32 | 25.04 | -5% |
| Returns for 5 years | 34.06 | 49.60 | 69% |
| Returns for 10 years | N/A | 109.81 | - |
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