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HWLZX vs VVIAX
HWLZX vs VVIAX Comparison
Open Charts HWLZX vs VVIAX
Hotchkis & Wiley Large Cap Fdml Value Z
Price$47.39
Change-$0.22 (-0.46%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
HWLZX vs VVIAX Comparison Chart
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HWLZX vs. VVIAX 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 VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. HWLZX (409M). VVIAX pays higher dividends than HWLZX: VVIAX (2.36) vs HWLZX (1.51). HWLZX was incepted earlier than VVIAX: HWLZX (5 years) vs VVIAX (24 years). HWLZX is a more actively managed with annual turnover of: 26.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than HWLZX: VVIAX (3000) vs HWLZX (1000000). VVIAX annual gain was more profitable for investors over the last year : 25.54 vs. HWLZX (17.13). VVIAX return over 5 years is better than : 50.78 vs. HWLZX (43.07).
| HWLZX | VVIAX | HWLZX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 17.012 | 17.922 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 184B | 0% |
| Annual Yield % from dividends | 1.51 | 2.36 | 64% |
| Returns for 1 year | 17.13 | 25.54 | 67% |
| Returns for 3 years | 6.08 | 21.55 | 28% |
| Returns for 5 years | 43.07 | 50.78 | 85% |
| Returns for 10 years | N/A | 110.49 | - |