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HWMIX vs VMVAX
HWMIX vs VMVAX Comparison
Open Charts HWMIX vs VMVAX
Hotchkis & Wiley Mid-Cap Value I
Price$57.43
Change-$0.17 (-0.30%)
VolumeN/A
Net Assets393.16M
Vanguard Mid-Cap Value Index Admiral
Price$89.35
Change-$0.51 (-0.57%)
VolumeN/A
Net Assets32.03B
HWMIX vs VMVAX Comparison Chart in %
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HWMIX vs. VMVAX commentary
Sep 16, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. HWMIX (393M). VMVAX pays higher dividends than HWMIX: VMVAX (2.15) vs HWMIX (1.10). HWMIX was incepted earlier than VMVAX: HWMIX (29 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 (19.00). VMVAX has a lower initial minimum investment than HWMIX: VMVAX (3000) vs HWMIX (250000). HWMIX (5.94) and VMVAX (5.87) have marching annual gain over last year. HWMIX return over 5 years is better than : 150.51 vs. VMVAX (66.97).
| 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 | 29 years | 14 years | - |
| Gain YTD | 5.033 | 7.324 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 32B | 1% |
| Annual Yield % from dividends | 1.10 | 2.15 | 51% |
| Returns for 1 year | 5.94 | 5.87 | 101% |
| Returns for 3 years | 37.04 | 30.96 | 120% |
| Returns for 5 years | 150.51 | 66.97 | 225% |
| Returns for 10 years | 67.62 | 103.99 | 65% |
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