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HWMAX vs VMVIX
HWMAX vs VMVIX Comparison
Open Charts HWMAX vs VMVIX
Hotchkis & Wiley Mid-Cap Value A
Price$48.97
Change+$0.34 (+0.70%)
VolumeN/A
Net Assets360.27M
Vanguard Mid-Cap Value Index Investor
Price$62.67
Change+$0.09 (+0.14%)
VolumeN/A
Net Assets29.07B
HWMAX vs VMVIX Comparison Chart
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HWMAX vs. VMVIX commentary
May 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.1B vs. HWMAX (360M). VMVIX pays higher dividends than HWMAX: VMVIX (2.27) vs HWMAX (1.14). HWMAX was incepted earlier than VMVIX: HWMAX (24 years) vs VMVIX (19 years). HWMAX (1.20) is less costly to investors than VMVIX (0.19). HWMAX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (19.00). 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 : 3.64 vs. HWMAX (-8.00). HWMAX return over 5 years is better than : 150.33 vs. VMVIX (76.59).
| HWMAX | VMVIX | HWMAX / VMVIX | |
| Total Expense Ratio | 1.20 | 0.19 | 632% |
| Annual Report Gross Expense Ratio | 1.20 | 0.19 | 632% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -9.130 | -1.545 | 591% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 29.1B | 1% |
| Annual Yield % from dividends | 1.14 | 2.27 | 50% |
| Returns for 1 year | -8.00 | 3.64 | -219% |
| Returns for 3 years | 14.82 | 15.70 | 94% |
| Returns for 5 years | 150.33 | 76.59 | 196% |
| Returns for 10 years | 25.00 | 75.80 | 33% |
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