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HWLZX vs VIVAX
HWLZX vs VIVAX Comparison
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HWLZX vs VIVAX Comparison Chart in %
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HWLZX vs. VIVAX commentary
Jun 24, 2026
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: 245B vs. HWLZX (361M). HWLZX (1.76) and VIVAX (1.76) have matching dividends . HWLZX was incepted earlier than VIVAX: HWLZX (7 years) vs VIVAX (34 years). HWLZX (0.85) is less costly to investors than VIVAX (0.17). HWLZX is a more actively managed with annual turnover of: 40.00 vs. VIVAX (8.00). VIVAX has a lower initial minimum investment than HWLZX: VIVAX (0) vs HWLZX (1000000). VIVAX annual gain was more profitable for investors over the last year : 25.00 vs. HWLZX (14.06). VIVAX return over 5 years is better than : 59.70 vs. HWLZX (17.00).
| HWLZX | VIVAX | HWLZX / VIVAX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 7 years | 34 years | - |
| Gain YTD | 5.120 | 13.350 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 245B | 0% |
| Annual Yield % from dividends | 1.76 | 1.76 | 100% |
| Returns for 1 year | 14.06 | 25.00 | 56% |
| Returns for 3 years | 25.30 | 56.38 | 45% |
| Returns for 5 years | 17.00 | 59.70 | 28% |
| Returns for 10 years | N/A | 163.77 | - |
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