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HWLZX vs VVIAX
HWLZX vs VVIAX Comparison
Open Charts HWLZX vs VVIAX
Hotchkis & Wiley Large Cap Fdml Value Z
Price$42.32
Change-$0.45 (-1.05%)
VolumeN/A
Net Assets369.76M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
HWLZX vs VVIAX Comparison Chart
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HWLZX vs. VVIAX commentary
Jun 15, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. HWLZX (370M). VVIAX pays higher dividends than HWLZX: VVIAX (2.28) vs HWLZX (1.65). HWLZX was incepted earlier than VVIAX: HWLZX (6 years) vs VVIAX (25 years). HWLZX (0.85) is less costly to investors than VVIAX (0.05). HWLZX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (9.00). 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 : 8.89 vs. HWLZX (1.43). VVIAX return over 5 years is better than : 73.96 vs. HWLZX (66.98).
| HWLZX | VVIAX | HWLZX / VVIAX | |
| Total Expense Ratio | 0.85 | 0.05 | 1,700% |
| Annual Report Gross Expense Ratio | 0.85 | 0.05 | 1,700% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 3.710 | 3.269 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 189B | 0% |
| Annual Yield % from dividends | 1.65 | 2.28 | 73% |
| Returns for 1 year | 1.43 | 8.89 | 16% |
| Returns for 3 years | 10.51 | 33.27 | 32% |
| Returns for 5 years | 66.98 | 73.96 | 91% |
| Returns for 10 years | N/A | 105.19 | - |
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