HWMIX
Price
$51.11
Change
-$0.11 (-0.21%)
Updated
Jun 5 closing price
Net Assets
365.07M
VEVYX
Price
$44.67
Change
-$0.09 (-0.20%)
Updated
Jun 5 closing price
Net Assets
17.21B
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HWMIX vs VEVYX

Header iconHWMIX vs VEVYX Comparison
Open Charts HWMIX vs VEVYXBanner chart's image
Hotchkis & Wiley Mid-Cap Value I
Price$51.11
Change-$0.11 (-0.21%)
VolumeN/A
Net Assets365.07M
Victory Sycamore Established Value Y
Price$44.67
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets17.21B
HWMIX vs VEVYX Comparison Chart
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HWMIX vs. VEVYX commentary
Jun 07, 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 HWMIX is a Buy and VEVYX is a Buy.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.2B vs. HWMIX (365M). HWMIX pays higher dividends than VEVYX: HWMIX (1.24) vs VEVYX (1.12). HWMIX was incepted earlier than VEVYX: HWMIX (28 years) vs VEVYX (12 years). HWMIX (1.00) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. HWMIX (28.00). HWMIX has a lower initial minimum investment than VEVYX: HWMIX (250000) vs VEVYX (1000000). HWMIX annual gain was more profitable for investors over the last year : -4.01 vs. VEVYX (-7.10). HWMIX return over 5 years is better than : 112.06 vs. VEVYX (29.32).
HWMIXVEVYXHWMIX / VEVYX
Total Expense Ratio1.000.66152%
Annual Report Gross Expense Ratio1.000.66152%
Fund Existence28 years12 years-
Gain YTD-6.601-2.388276%
Front LoadN/AN/A-
Min. Initial Investment250000100000025%
Min. Initial Investment IRAN/AN/A-
Net Assets365M17.2B2%
Annual Yield % from dividends1.241.12110%
Returns for 1 year-4.01-7.1056%
Returns for 3 years8.50-4.89-174%
Returns for 5 years112.0629.32382%
Returns for 10 years33.3343.9576%
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