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HWLZX vs VIVIX
HWLZX vs VIVIX Comparison
Open Charts HWLZX vs VIVIX
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$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
HWLZX vs VIVIX Comparison Chart
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HWLZX vs. VIVIX 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. HWLZX (398M). VIVIX pays higher dividends than HWLZX: VIVIX (2.37) vs HWLZX (1.51). HWLZX was incepted earlier than VIVIX: HWLZX (5 years) vs VIVIX (27 years). HWLZX is a more actively managed with annual turnover of: 26.00 vs. VIVIX (10.00). HWLZX has a lower initial minimum investment than VIVIX: HWLZX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 16.23 vs. HWLZX (7.92). VIVIX return over 5 years is better than : 49.57 vs. HWLZX (34.06).
| HWLZX | VIVIX | HWLZX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 5.868 | 5.846 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 398M | 193B | 0% |
| Annual Yield % from dividends | 1.51 | 2.37 | 64% |
| Returns for 1 year | 7.92 | 16.23 | 49% |
| Returns for 3 years | -1.32 | 25.04 | -5% |
| Returns for 5 years | 34.06 | 49.57 | 69% |
| Returns for 10 years | N/A | 109.78 | - |
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