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HWMAX vs VMVAX
HWMAX vs VMVAX Comparison
Open Charts HWMAX vs VMVAX
Hotchkis & Wiley Mid-Cap Value A
Price$47.15
Change+$4.42 (+10.34%)
VolumeN/A
Net Assets317.6M
Vanguard Mid-Cap Value Index Admiral
Price$76.45
Change-$2.16 (-2.75%)
VolumeN/A
Net Assets29.86B
HWMAX vs VMVAX Comparison Chart
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HWMAX vs. VMVAX commentary
Apr 11, 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 HWMAX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. HWMAX (318M). VMVAX pays higher dividends than HWMAX: VMVAX (2.33) vs HWMAX (1.05). HWMAX was incepted earlier than VMVAX: HWMAX (24 years) vs VMVAX (14 years). HWMAX (1.20) is less costly to investors than VMVAX (0.07). HWMAX is a more actively managed with annual turnover of: 28.00 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 : -7.74 vs. HWMAX (-21.13). HWMAX return over 5 years is better than : 131.08 vs. VMVAX (58.36).
| HWMAX | VMVAX | HWMAX / VMVAX | |
| Total Expense Ratio | 1.20 | 0.07 | 1,714% |
| Annual Report Gross Expense Ratio | 1.20 | 0.07 | 1,714% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -20.709 | -12.203 | 170% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 29.9B | 1% |
| Annual Yield % from dividends | 1.05 | 2.33 | 45% |
| Returns for 1 year | -21.13 | -7.74 | 273% |
| Returns for 3 years | -8.26 | -4.36 | 189% |
| Returns for 5 years | 131.08 | 58.36 | 225% |
| Returns for 10 years | 10.28 | 55.65 | 18% |
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