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HWLZX
Price
$47.39
Change
-$0.22 (-0.46%)
Updated
Nov 15 closing price
VIVAX
Price
$68.72
Change
-$0.26 (-0.38%)
Updated
Nov 15 closing price
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HWLZX vs VIVAX

Header iconHWLZX vs VIVAX Comparison
Open Charts HWLZX vs VIVAXBanner chart's image
Hotchkis & Wiley Large Cap Fdml Value Z
Price$47.39
Change-$0.22 (-0.46%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
HWLZX vs VIVAX Comparison Chart
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HWLZX vs. VIVAX commentary
Nov 18, 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 StrongSell.

FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. HWLZX (409M). 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 : 25.55 vs. HWLZX (17.13). VIVAX return over 5 years is better than : 50.81 vs. HWLZX (43.07).
HWLZXVIVAXHWLZX / VIVAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence5 years32 years-
Gain YTD17.01217.91295%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets409M184B0%
Annual Yield % from dividends1.512.2567%
Returns for 1 year17.1325.5567%
Returns for 3 years6.0821.5828%
Returns for 5 years43.0750.8185%
Returns for 10 yearsN/A110.46-
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