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HWMIX vs VMVIX
HWMIX vs VMVIX Comparison
Open Charts HWMIX vs VMVIX
Hotchkis & Wiley Mid-Cap Value I
Price$55.04
Change-$1.25 (-2.22%)
VolumeN/A
Net Assets420.88M
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
HWMIX vs VMVIX Comparison Chart
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HWMIX vs. VMVIX commentary
Feb 23, 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: 30.9B vs. HWMIX (421M). VMVIX pays higher dividends than HWMIX: VMVIX (2.03) vs HWMIX (0.27). HWMIX was incepted earlier than VMVIX: HWMIX (28 years) vs VMVIX (19 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 : 13.70 vs. HWMIX (9.87). HWMIX return over 5 years is better than : 92.29 vs. VMVIX (39.98).
| HWMIX | VMVIX | HWMIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | 2.644 | 3.062 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 30.9B | 1% |
| Annual Yield % from dividends | 0.27 | 2.03 | 13% |
| Returns for 1 year | 9.87 | 13.70 | 72% |
| Returns for 3 years | 25.89 | 16.61 | 156% |
| Returns for 5 years | 92.29 | 39.98 | 231% |
| Returns for 10 years | 45.97 | 83.16 | 55% |
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