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HWLZX vs VVIAX
HWLZX vs VVIAX Comparison
Open Charts HWLZX vs VVIAX
Hotchkis & Wiley Large Cap Fdml Value Z
Price$41.23
Change-$0.24 (-0.58%)
VolumeN/A
Net Assets360.36M
Vanguard Value Index Adm
Price$66.00
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
HWLZX vs VVIAX Comparison Chart
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HWLZX vs. VVIAX commentary
May 24, 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: 184B vs. HWLZX (360M). VVIAX pays higher dividends than HWLZX: VVIAX (2.34) vs HWLZX (1.71). 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 : 4.72 vs. HWLZX (-3.92). HWLZX (76.92) and VVIAX (75.22) have equivalent 5 years return.
| 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 | 0.558 | 0.391 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 184B | 0% |
| Annual Yield % from dividends | 1.71 | 2.34 | 73% |
| Returns for 1 year | -3.92 | 4.72 | -83% |
| Returns for 3 years | 0.09 | 21.99 | 0% |
| Returns for 5 years | 76.92 | 75.22 | 102% |
| Returns for 10 years | N/A | 97.34 | - |
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