HWLZX
Price
$39.55
Change
+$0.38 (+0.97%)
Updated
Apr 23 closing price
Net Assets
348.5M
VVIAX
Price
$64.39
Change
+$0.63 (+0.99%)
Updated
Apr 24 closing price
Net Assets
190.51B
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HWLZX vs VVIAX

Header iconHWLZX vs VVIAX Comparison
Open Charts HWLZX vs VVIAXBanner chart's image
Hotchkis & Wiley Large Cap Fdml Value Z
Price$39.55
Change+$0.38 (+0.97%)
VolumeN/A
Net Assets348.5M
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
HWLZX vs VVIAX Comparison Chart
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HWLZX vs. VVIAX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. HWLZX (349M). VVIAX pays higher dividends than HWLZX: VVIAX (2.26) vs HWLZX (1.63). HWLZX was incepted earlier than VVIAX: HWLZX (6 years) vs VVIAX (24 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 (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 : 2.69 vs. HWLZX (-8.35). HWLZX return over 5 years is better than : 74.54 vs. VVIAX (68.73).
HWLZXVVIAXHWLZX / VVIAX
Total Expense Ratio0.850.051,700%
Annual Report Gross Expense Ratio0.850.051,700%
Fund Existence6 years24 years-
Gain YTD-5.019-4.092123%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets349M191B0%
Annual Yield % from dividends1.632.2672%
Returns for 1 year-8.352.69-311%
Returns for 3 years-7.8711.95-66%
Returns for 5 years74.5468.73108%
Returns for 10 yearsN/A90.34-
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