Ad is loading...
HWLZX vs VVIAX
HWLZX vs VVIAX Comparison
Open Charts HWLZX vs VVIAX
Hotchkis & Wiley Large Cap Fdml Value Z
Price$42.91
Change+$0.18 (+0.42%)
VolumeN/A
Net Assets395.89M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
HWLZX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWLZX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. HWLZX (396M). 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 : 18.18 vs. HWLZX (10.70). VVIAX return over 5 years is better than : 44.18 vs. HWLZX (26.92).
| 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 | 4.049 | 3.195 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 396M | 184B | 0% |
| Annual Yield % from dividends | 1.51 | 2.36 | 64% |
| Returns for 1 year | 10.70 | 18.18 | 59% |
| Returns for 3 years | -5.58 | 18.46 | -30% |
| Returns for 5 years | 26.92 | 44.18 | 61% |
| Returns for 10 years | N/A | 111.13 | - |