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HWMAX vs VMVIX
HWMAX vs VMVIX Comparison
Open Charts HWMAX vs VMVIX
Hotchkis & Wiley Mid-Cap Value A
Price$53.11
Change+$0.60 (+1.14%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$64.27
Change+$0.92 (+1.45%)
VolumeN/A
CapitalizationN/A
HWMAX vs VMVIX Comparison Chart
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HWMAX vs. VMVIX commentary
Dec 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 Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. HWMAX (406M). VMVIX pays higher dividends than HWMAX: VMVIX (2.03) vs HWMAX (0.10). HWMAX was incepted earlier than VMVIX: HWMAX (24 years) vs VMVIX (18 years). HWMAX is a more actively managed with annual turnover of: 35.00 vs. VMVIX (22.00). HWMAX has a lower initial minimum investment than VMVIX: HWMAX (2500) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 13.90 vs. HWMAX (2.39). HWMAX return over 5 years is better than : 73.32 vs. VMVIX (37.73).
| HWMAX | VMVIX | HWMAX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 1.903 | 12.821 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 32.8B | 1% |
| Annual Yield % from dividends | 0.10 | 2.03 | 5% |
| Returns for 1 year | 2.39 | 13.90 | 17% |
| Returns for 3 years | 27.12 | 12.18 | 223% |
| Returns for 5 years | 73.32 | 37.73 | 194% |
| Returns for 10 years | 39.36 | 84.28 | 47% |
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