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HWMIX vs VEVYX
HWMIX vs VEVYX Comparison
Open Charts HWMIX vs VEVYX
Hotchkis & Wiley Mid-Cap Value I
Price$52.00
Change+$2.13 (+4.27%)
VolumeN/A
Net Assets360.27M
Victory Sycamore Established Value Y
Price$45.38
Change+$1.21 (+2.74%)
VolumeN/A
Net Assets17.09B
HWMIX vs VEVYX Comparison Chart
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HWMIX vs. VEVYX commentary
May 13, 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.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. HWMIX (360M). HWMIX pays higher dividends than VEVYX: HWMIX (1.31) vs VEVYX (1.15). 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 : -7.57 vs. VEVYX (-9.79). HWMIX return over 5 years is better than : 179.92 vs. VEVYX (60.12).
| HWMIX | VEVYX | HWMIX / VEVYX | |
| Total Expense Ratio | 1.00 | 0.66 | 152% |
| Annual Report Gross Expense Ratio | 1.00 | 0.66 | 152% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | -9.063 | -3.675 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 17.1B | 2% |
| Annual Yield % from dividends | 1.31 | 1.15 | 114% |
| Returns for 1 year | -7.57 | -9.79 | 77% |
| Returns for 3 years | 13.03 | -2.60 | -500% |
| Returns for 5 years | 179.92 | 60.12 | 299% |
| Returns for 10 years | 27.19 | 39.57 | 69% |
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