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HWMIX vs VMVAX
HWMIX vs VMVAX Comparison
Open Charts HWMIX vs VMVAX
Hotchkis & Wiley Mid-Cap Value I
Price$57.37
Change-$0.02 (-0.03%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$88.14
Change-$0.64 (-0.72%)
VolumeN/A
CapitalizationN/A
HWMIX vs VMVAX Comparison Chart
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HWMIX vs. VMVAX commentary
Nov 15, 2024
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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. HWMIX (441M). VMVAX pays higher dividends than HWMIX: VMVAX (2.14) vs HWMIX (0.27). HWMIX was incepted earlier than VMVAX: HWMIX (28 years) vs VMVAX (13 years). HWMIX is a more actively managed with annual turnover of: 35.00 vs. VMVAX (22.00). 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 : 26.96 vs. HWMIX (16.75). HWMIX return over 5 years is better than : 88.00 vs. VMVAX (47.79).
| HWMIX | VMVAX | HWMIX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 7.234 | 17.622 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 441M | 30.9B | 1% |
| Annual Yield % from dividends | 0.27 | 2.14 | 13% |
| Returns for 1 year | 16.75 | 26.96 | 62% |
| Returns for 3 years | 28.79 | 13.73 | 210% |
| Returns for 5 years | 88.00 | 47.79 | 184% |
| Returns for 10 years | 40.03 | 98.58 | 41% |
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