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HWMIX vs VMVIX
HWMIX vs VMVIX Comparison
Open Charts HWMIX vs VMVIX
Hotchkis & Wiley Mid-Cap Value I
Price$52.00
Change+$2.13 (+4.27%)
VolumeN/A
Net Assets360.27M
Vanguard Mid-Cap Value Index Investor
Price$63.84
Change+$1.17 (+1.87%)
VolumeN/A
Net Assets29.07B
HWMIX vs VMVIX Comparison Chart
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HWMIX vs. VMVIX commentary
May 13, 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: 29.1B vs. HWMIX (360M). VMVIX pays higher dividends than HWMIX: VMVIX (2.27) vs HWMIX (1.31). HWMIX was incepted earlier than VMVIX: HWMIX (28 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 : 3.41 vs. HWMIX (-7.57). HWMIX return over 5 years is better than : 179.92 vs. VMVIX (89.87).
| HWMIX | VMVIX | HWMIX / VMVIX | |
| Total Expense Ratio | 1.00 | 0.19 | 526% |
| Annual Report Gross Expense Ratio | 1.00 | 0.19 | 526% |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | -9.063 | -1.545 | 587% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 29.1B | 1% |
| Annual Yield % from dividends | 1.31 | 2.27 | 58% |
| Returns for 1 year | -7.57 | 3.41 | -222% |
| Returns for 3 years | 13.03 | 14.05 | 93% |
| Returns for 5 years | 179.92 | 89.87 | 200% |
| Returns for 10 years | 27.19 | 74.02 | 37% |
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