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HWLZX vs VIVIX
HWLZX vs VIVIX Comparison
Open Charts HWLZX vs VIVIX
Hotchkis & Wiley Large Cap Fdml Value Z
Price$42.91
Change+$0.18 (+0.42%)
VolumeN/A
Net Assets395.89M
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
HWLZX vs VIVIX Comparison Chart
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HWLZX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. HWLZX (396M). 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 : 18.21 vs. HWLZX (10.70). VIVIX return over 5 years is better than : 44.19 vs. HWLZX (26.92).
| 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 | 4.049 | 3.211 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 396M | 184B | 0% |
| Annual Yield % from dividends | 1.51 | 2.37 | 64% |
| Returns for 1 year | 10.70 | 18.21 | 59% |
| Returns for 3 years | -5.58 | 18.46 | -30% |
| Returns for 5 years | 26.92 | 44.19 | 61% |
| Returns for 10 years | N/A | 111.13 | - |
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