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HWMAX vs VMVAX
HWMAX vs VMVAX Comparison
Open Charts HWMAX vs VMVAX
Hotchkis & Wiley Mid-Cap Value A
Price$55.72
Change-$0.36 (-0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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HWMAX vs VMVAX Comparison Chart
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HWMAX vs. VMVAX commentary
Sep 21, 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 StrongBuy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. HWMAX (452M). 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 : 25.35 vs. HWMAX (16.87). HWMAX return over 5 years is better than : 91.16 vs. VMVAX (48.82).
| 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 | 5.911 | 14.946 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 30.5B | 1% |
| Annual Yield % from dividends | 0.10 | 2.14 | 5% |
| Returns for 1 year | 16.87 | 25.35 | 67% |
| Returns for 3 years | 46.79 | 20.71 | 226% |
| Returns for 5 years | 91.16 | 48.82 | 187% |
| Returns for 10 years | 36.50 | 100.88 | 36% |
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