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HWMIX vs VMVAX
HWMIX vs VMVAX Comparison
Open Charts HWMIX vs VMVAX
Hotchkis & Wiley Mid-Cap Value I
Price$45.94
Change+$0.71 (+1.57%)
VolumeN/A
Net Assets335.23M
Vanguard Mid-Cap Value Index Admiral
Price$77.68
Change+$1.23 (+1.61%)
VolumeN/A
Net Assets29.86B
HWMIX vs VMVAX Comparison Chart
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HWMIX vs. VMVAX commentary
Apr 14, 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: 29.9B vs. HWMIX (335M). VMVAX pays higher dividends than HWMIX: VMVAX (2.33) vs HWMIX (1.21). HWMIX was incepted earlier than VMVAX: HWMIX (28 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 (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 : -0.54 vs. HWMIX (-14.77). HWMIX return over 5 years is better than : 145.91 vs. VMVAX (67.33).
| 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 | 28 years | 14 years | - |
| Gain YTD | -16.229 | -7.236 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 29.9B | 1% |
| Annual Yield % from dividends | 1.21 | 2.33 | 52% |
| Returns for 1 year | -14.77 | -0.54 | 2,720% |
| Returns for 3 years | -2.01 | 1.80 | -112% |
| Returns for 5 years | 145.91 | 67.33 | 217% |
| Returns for 10 years | 18.82 | 64.90 | 29% |
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