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HWLZX
Price
$47.39
Change
-$0.22 (-0.46%)
Updated
Nov 15 closing price
VIVIX
Price
$68.70
Change
-$0.26 (-0.38%)
Updated
Nov 15 closing price
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HWLZX vs VIVIX

Header iconHWLZX vs VIVIX Comparison
Open Charts HWLZX vs VIVIXBanner 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$68.70
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
HWLZX vs VIVIX Comparison Chart
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VS
HWLZX vs. VIVIX 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 VIVIX is a StrongSell.

FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. HWLZX (409M). VIVIX pays higher dividends than HWLZX: VIVIX (2.37) vs HWLZX (1.51). HWLZX was incepted earlier than VIVIX: HWLZX (5 years) vs VIVIX (26 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 : 25.54 vs. HWLZX (17.13). VIVIX return over 5 years is better than : 50.79 vs. HWLZX (43.07).
HWLZXVIVIXHWLZX / VIVIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence5 years26 years-
Gain YTD17.01217.92295%
Front LoadN/AN/A-
Min. Initial Investment1000000500000020%
Min. Initial Investment IRAN/AN/A-
Net Assets409M184B0%
Annual Yield % from dividends1.512.3764%
Returns for 1 year17.1325.5467%
Returns for 3 years6.0821.5728%
Returns for 5 years43.0750.7985%
Returns for 10 yearsN/A110.50-
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