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HWMIX vs VMVIX
HWMIX vs VMVIX Comparison
Open Charts HWMIX vs VMVIX
Hotchkis & Wiley Mid-Cap Value I
Price$48.01
Change+$4.50 (+10.34%)
VolumeN/A
Net Assets317.6M
Vanguard Mid-Cap Value Index Investor
Price$59.75
Change+$3.87 (+6.93%)
VolumeN/A
Net Assets29.86B
HWMIX vs VMVIX Comparison Chart
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HWMIX vs. VMVIX commentary
Apr 11, 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: 29.9B vs. HWMIX (318M). VMVIX pays higher dividends than HWMIX: VMVIX (2.20) vs HWMIX (1.21). 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 (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 : -7.75 vs. HWMIX (-20.96). HWMIX return over 5 years is better than : 132.90 vs. VMVIX (58.29).
| 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 | -20.660 | -12.212 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 29.9B | 1% |
| Annual Yield % from dividends | 1.21 | 2.20 | 55% |
| Returns for 1 year | -20.96 | -7.75 | 270% |
| Returns for 3 years | -7.86 | -4.40 | 178% |
| Returns for 5 years | 132.90 | 58.29 | 228% |
| Returns for 10 years | 12.32 | 55.55 | 22% |
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