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HWMIX vs VMVAX
HWMIX vs VMVAX Comparison
Open Charts HWMIX vs VMVAX
Hotchkis & Wiley Mid-Cap Value I
Price$55.04
Change-$1.25 (-2.22%)
VolumeN/A
Net Assets420.88M
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
HWMIX vs VMVAX Comparison Chart
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HWMIX vs. VMVAX commentary
Feb 23, 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: 30.9B vs. HWMIX (421M). 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 : 13.71 vs. HWMIX (9.87). HWMIX return over 5 years is better than : 92.29 vs. VMVAX (40.04).
| 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 | 2.644 | 3.079 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 30.9B | 1% |
| Annual Yield % from dividends | 0.27 | 2.14 | 13% |
| Returns for 1 year | 9.87 | 13.71 | 72% |
| Returns for 3 years | 25.89 | 16.65 | 156% |
| Returns for 5 years | 92.29 | 40.04 | 231% |
| Returns for 10 years | 45.97 | 83.32 | 55% |
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