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HWMAX vs VMVAX
HWMAX vs VMVAX Comparison
Open Charts HWMAX vs VMVAX
Hotchkis & Wiley Mid-Cap Value A
Price$55.87
Change-$0.45 (-0.80%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
HWMAX vs VMVAX Comparison Chart
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HWMAX vs. VMVAX commentary
Nov 18, 2024
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 HWMAX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. HWMAX (437M). VMVAX pays higher dividends than HWMAX: VMVAX (2.14) vs HWMAX (0.10). HWMAX was incepted earlier than VMVAX: HWMAX (24 years) vs VMVAX (13 years). HWMAX is a more actively managed with annual turnover of: 35.00 vs. VMVAX (22.00). HWMAX has a lower initial minimum investment than VMVAX: HWMAX (2500) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 27.09 vs. HWMAX (17.21). HWMAX return over 5 years is better than : 85.02 vs. VMVAX (47.45).
| HWMAX | VMVAX | HWMAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 6.197 | 17.355 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 30.9B | 1% |
| Annual Yield % from dividends | 0.10 | 2.14 | 5% |
| Returns for 1 year | 17.21 | 27.09 | 64% |
| Returns for 3 years | 27.29 | 13.54 | 202% |
| Returns for 5 years | 85.02 | 47.45 | 179% |
| Returns for 10 years | 35.49 | 96.84 | 37% |
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