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HWMIX vs VMVAX
HWMIX vs VMVAX Comparison
Open Charts HWMIX vs VMVAX
Hotchkis & Wiley Mid-Cap Value I
Price$55.33
Change-$0.42 (-0.75%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.05
Change-$0.69 (-0.80%)
VolumeN/A
CapitalizationN/A
HWMIX vs VMVAX Comparison Chart
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HWMIX vs. VMVAX commentary
Dec 18, 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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. HWMIX (424M). 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 : 15.41 vs. HWMIX (5.95). HWMIX return over 5 years is better than : 78.61 vs. VMVAX (40.94).
| 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 | 4.546 | 14.833 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 32.8B | 1% |
| Annual Yield % from dividends | 0.27 | 2.14 | 13% |
| Returns for 1 year | 5.95 | 15.41 | 39% |
| Returns for 3 years | 32.85 | 14.48 | 227% |
| Returns for 5 years | 78.61 | 40.94 | 192% |
| Returns for 10 years | 46.75 | 89.30 | 52% |
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