Interact to see
Advertisement
Advertisement
HWMIX vs VMVAX
HWMIX vs VMVAX Comparison
Open Charts HWMIX vs VMVAX
Hotchkis & Wiley Mid-Cap Value I
Price$53.74
Change-$1.40 (-2.54%)
VolumeN/A
Net Assets388.55M
Vanguard Mid-Cap Value Index Admiral
Price$85.73
Change+$0.41 (+0.48%)
VolumeN/A
Net Assets30.57B
HWMIX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMIX vs. VMVAX commentary
Jul 17, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. HWMIX (389M). VMVAX pays higher dividends than HWMIX: VMVAX (2.26) vs HWMIX (1.17). HWMIX was incepted earlier than VMVAX: HWMIX (29 years) vs VMVAX (14 years). HWMIX (1.00) is less costly to investors than VMVAX (0.07). HWMIX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than HWMIX: VMVAX (3000) vs HWMIX (250000). VMVAX annual gain was more profitable for investors over the last year : 4.50 vs. HWMIX (-0.45). HWMIX return over 5 years is better than : 152.13 vs. VMVAX (66.91).
| HWMIX | VMVAX | HWMIX / VMVAX | |
| Total Expense Ratio | 1.00 | 0.07 | 1,429% |
| Annual Report Gross Expense Ratio | 1.00 | 0.07 | 1,429% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 0.547 | 1.901 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 30.6B | 1% |
| Annual Yield % from dividends | 1.17 | 2.26 | 52% |
| Returns for 1 year | -0.45 | 4.50 | -10% |
| Returns for 3 years | 39.95 | 27.01 | 148% |
| Returns for 5 years | 152.13 | 66.91 | 227% |
| Returns for 10 years | 49.35 | 84.06 | 59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement