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HWLZX vs VIVAX
HWLZX vs VIVAX Comparison
Open Charts HWLZX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value Z
Price$42.91
Change+$0.18 (+0.42%)
VolumeN/A
Net Assets395.89M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
HWLZX vs VIVAX Comparison Chart
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HWLZX vs. VIVAX commentary
Jan 19, 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: 184B vs. HWLZX (396M). 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 : 18.19 vs. HWLZX (10.70). VIVAX return over 5 years is better than : 44.18 vs. HWLZX (26.92).
| 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 | 4.049 | 3.194 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 396M | 184B | 0% |
| Annual Yield % from dividends | 1.51 | 2.25 | 67% |
| Returns for 1 year | 10.70 | 18.19 | 59% |
| Returns for 3 years | -5.58 | 18.46 | -30% |
| Returns for 5 years | 26.92 | 44.18 | 61% |
| Returns for 10 years | N/A | 111.10 | - |
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