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HWMIX vs VMVIX
HWMIX vs VMVIX Comparison
Open Charts HWMIX vs VMVIX
Hotchkis & Wiley Mid-Cap Value I
Price$53.74
Change-$1.40 (-2.54%)
VolumeN/A
Net Assets388.55M
Vanguard Mid-Cap Value Index Investor
Price$64.85
Change-$1.03 (-1.56%)
VolumeN/A
Net Assets30.57B
HWMIX vs VMVIX Comparison Chart in %
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HWMIX vs. VMVIX commentary
Jul 17, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. HWMIX (389M). VMVIX pays higher dividends than HWMIX: VMVIX (2.14) vs HWMIX (1.17). HWMIX was incepted earlier than VMVIX: HWMIX (29 years) vs VMVIX (19 years). HWMIX (1.00) is less costly to investors than VMVIX (0.19). HWMIX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than HWMIX: VMVIX (3000) vs HWMIX (250000). VMVIX annual gain was more profitable for investors over the last year : 8.24 vs. HWMIX (-0.45). HWMIX return over 5 years is better than : 152.13 vs. VMVIX (69.97).
| HWMIX | VMVIX | HWMIX / VMVIX | |
| Total Expense Ratio | 1.00 | 0.19 | 526% |
| Annual Report Gross Expense Ratio | 1.00 | 0.19 | 526% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | 0.547 | 3.511 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 30.6B | 1% |
| Annual Yield % from dividends | 1.17 | 2.14 | 55% |
| Returns for 1 year | -0.45 | 8.24 | -5% |
| Returns for 3 years | 39.95 | 28.99 | 138% |
| Returns for 5 years | 152.13 | 69.97 | 217% |
| Returns for 10 years | 49.35 | 86.94 | 57% |
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