HWMIX
Price
$73.46
Change
+$0.70 (+0.96%)
Updated
Sep 11 closing price
Net Assets
436.46M
VEVYX
Price
$50.66
Change
+$0.30 (+0.60%)
Updated
Sep 11 closing price
Net Assets
14.5B
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HWMIX vs VEVYX

HWMIX vs VEVYX Comparison Chart in %
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HWMIX vs. VEVYX commentary
Sep 12, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 14.5B vs. HWMIX (436M). VEVYX (1.11) and HWMIX (1.10) have matching dividends . HWMIX was incepted earlier than VEVYX: HWMIX (30 years) vs VEVYX (14 years). HWMIX (1.00) is less costly to investors than VEVYX (0.66). HWMIX is a more actively managed with annual turnover of: 52.00 vs. VEVYX (45.00). 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 : 27.01 vs. VEVYX (7.21). HWMIX return over 5 years is better than : 88.03 vs. VEVYX (7.18).
HWMIXVEVYXHWMIX / VEVYX
Total Expense Ratio1.000.66152%
Annual Report Gross Expense Ratio1.000.66152%
Fund Existence30 years14 years-
Gain YTD24.71712.821193%
Front LoadN/AN/A-
Min. Initial Investment250000100000025%
Min. Initial Investment IRAN/AN/A-
Net Assets436M14.5B3%
Annual Yield % from dividends1.101.11100%
Returns for 1 year27.017.21375%
Returns for 3 years49.8014.99332%
Returns for 5 years88.037.181,227%
Returns for 10 years146.6968.74213%
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