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HWMIX vs VMVIX
HWMIX vs VMVIX Comparison
Open Charts HWMIX vs VMVIX
Hotchkis & Wiley Mid-Cap Value I
Price$57.37
Change-$0.02 (-0.03%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.99
Change-$0.48 (-0.71%)
VolumeN/A
CapitalizationN/A
HWMIX vs VMVIX Comparison Chart
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HWMIX vs. VMVIX commentary
Nov 15, 2024
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: 30.9B vs. HWMIX (441M). 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 : 26.94 vs. HWMIX (16.75). HWMIX return over 5 years is better than : 88.00 vs. VMVIX (47.73).
| 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 | 7.234 | 17.596 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 441M | 30.9B | 1% |
| Annual Yield % from dividends | 0.27 | 2.03 | 13% |
| Returns for 1 year | 16.75 | 26.94 | 62% |
| Returns for 3 years | 28.79 | 13.69 | 210% |
| Returns for 5 years | 88.00 | 47.73 | 184% |
| Returns for 10 years | 40.03 | 98.34 | 41% |