Ad is loading...
HWMIX vs VMVIX
HWMIX vs VMVIX Comparison
Open Charts HWMIX vs VMVIX
Hotchkis & Wiley Mid-Cap Value I
Price$56.67
Change+$0.12 (+0.21%)
VolumeN/A
Net Assets427.43M
Vanguard Mid-Cap Value Index Investor
Price$65.44
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets30.1B
HWMIX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWMIX vs. VMVIX commentary
Jan 19, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. HWMIX (427M). VMVIX pays higher dividends than HWMIX: VMVIX (2.03) vs HWMIX (0.27). HWMIX was incepted earlier than VMVIX: HWMIX (28 years) vs VMVIX (18 years). HWMIX is a more actively managed with annual turnover of: 35.00 vs. VMVIX (22.00). 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 : 17.92 vs. HWMIX (12.66). HWMIX return over 5 years is better than : 80.99 vs. VMVIX (38.27).
| HWMIX | VMVIX | HWMIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 3.337 | 2.748 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 30.1B | 1% |
| Annual Yield % from dividends | 0.27 | 2.03 | 13% |
| Returns for 1 year | 12.66 | 17.92 | 71% |
| Returns for 3 years | 20.62 | 11.63 | 177% |
| Returns for 5 years | 80.99 | 38.27 | 212% |
| Returns for 10 years | 57.96 | 93.54 | 62% |
View a ticker or compare two or three
VS
VS
Ad is loading...