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HWLZX vs VIVAX
HWLZX vs VIVAX Comparison
Open Charts HWLZX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value Z
Price$40.24
Change-$2.33 (-5.47%)
VolumeN/A
Net Assets381.85M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
HWLZX vs VIVAX Comparison Chart
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HWLZX vs. VIVAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. HWLZX (382M). VIVAX pays higher dividends than HWLZX: VIVAX (2.14) vs HWLZX (1.63). HWLZX was incepted earlier than VIVAX: HWLZX (6 years) vs VIVAX (32 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 (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 : 7.66 vs. HWLZX (-2.27). HWLZX return over 5 years is better than : 114.71 vs. VIVAX (101.66).
| 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 | 32 years | - |
| Gain YTD | 3.225 | 2.419 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 195B | 0% |
| Annual Yield % from dividends | 1.63 | 2.14 | 76% |
| Returns for 1 year | -2.27 | 7.66 | -30% |
| Returns for 3 years | -3.91 | 17.34 | -23% |
| Returns for 5 years | 114.71 | 101.66 | 113% |
| Returns for 10 years | N/A | 106.90 | - |
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