Ad is loading...
HWMIX vs VMVAX
HWMIX vs VMVAX Comparison
Open Charts HWMIX vs VMVAX
Hotchkis & Wiley Mid-Cap Value I
Price$56.67
Change+$0.12 (+0.21%)
VolumeN/A
Net Assets427.43M
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
HWMIX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWMIX vs. VMVAX commentary
Jan 19, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. HWMIX (427M). 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 : 17.93 vs. HWMIX (12.66). HWMIX return over 5 years is better than : 80.99 vs. VMVAX (38.32).
| 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 | 3.337 | 2.745 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 30.1B | 1% |
| Annual Yield % from dividends | 0.27 | 2.14 | 13% |
| Returns for 1 year | 12.66 | 17.93 | 71% |
| Returns for 3 years | 20.62 | 11.64 | 177% |
| Returns for 5 years | 80.99 | 38.32 | 211% |
| Returns for 10 years | 57.96 | 93.65 | 62% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NPNAX | 46.41 | 0.32 | +0.69% |
| Neuberger Berman Large Cap Value A | |||
| FMPEX | 29.06 | 0.16 | +0.55% |
| Fidelity Advisor Mid Cap Value C | |||
| JNVMX | 14.25 | 0.06 | +0.42% |
| JPMorgan Developed International ValueR6 | |||
| LSOFX | 18.63 | 0.05 | +0.27% |
| LS Opportunity Fund Institutional Class | |||
| CMPCX | 20.54 | 0.03 | +0.15% |
| Calvert Small/Mid-Cap C | |||