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HWLZX vs VVIAX
HWLZX vs VVIAX Comparison
Open Charts HWLZX vs VVIAX
Hotchkis & Wiley Large Cap Fdml Value Z
Price$40.24
Change-$2.33 (-5.47%)
VolumeN/A
Net Assets381.85M
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
HWLZX vs VVIAX Comparison Chart
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HWLZX vs. VVIAX commentary
Apr 04, 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: 195B vs. HWLZX (382M). 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 : 7.67 vs. HWLZX (-2.27). HWLZX return over 5 years is better than : 114.71 vs. VVIAX (101.69).
| 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 | 24 years | - |
| Gain YTD | 3.225 | 2.421 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 195B | 0% |
| Annual Yield % from dividends | 1.63 | 2.26 | 72% |
| Returns for 1 year | -2.27 | 7.67 | -30% |
| Returns for 3 years | -3.91 | 17.36 | -23% |
| Returns for 5 years | 114.71 | 101.69 | 113% |
| Returns for 10 years | N/A | 106.86 | - |
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