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HWLZX vs VIVIX
HWLZX vs VIVIX Comparison
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HWLZX vs VIVIX Comparison Chart in %
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HWLZX vs. VIVIX commentary
Jun 03, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 238B vs. HWLZX (374M). VIVIX pays higher dividends than HWLZX: VIVIX (1.87) vs HWLZX (1.76). HWLZX was incepted earlier than VIVIX: HWLZX (7 years) vs VIVIX (28 years). HWLZX (0.85) is less costly to investors than VIVIX (0.03). HWLZX is a more actively managed with annual turnover of: 40.00 vs. VIVIX (8.00). 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 : 23.24 vs. HWLZX (19.95). VIVIX return over 5 years is better than : 50.71 vs. HWLZX (14.98).
| HWLZX | VIVIX | HWLZX / VIVIX | |
| Total Expense Ratio | 0.85 | 0.03 | 2,833% |
| Annual Report Gross Expense Ratio | 0.85 | 0.03 | 2,833% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 8.793 | 10.670 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 238B | 0% |
| Annual Yield % from dividends | 1.76 | 1.87 | 94% |
| Returns for 1 year | 19.95 | 23.24 | 86% |
| Returns for 3 years | 30.17 | 53.18 | 57% |
| Returns for 5 years | 14.98 | 50.71 | 30% |
| Returns for 10 years | N/A | 150.42 | - |
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