Interact to see
Advertisement
Advertisement
HWMZX vs VMVAX
HWMZX vs VMVAX Comparison
Open Charts HWMZX vs VMVAX
Hotchkis & Wiley Mid Cap Value Z
Price$55.61
Change+$0.21 (+0.38%)
VolumeN/A
Net Assets393.09M
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
HWMZX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMZX vs. VMVAX commentary
Jul 06, 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 HWMZX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. HWMZX (393M). VMVAX pays higher dividends than HWMZX: VMVAX (2.26) vs HWMZX (1.32). HWMZX was incepted earlier than VMVAX: HWMZX (6 years) vs VMVAX (14 years). HWMZX (0.88) is less costly to investors than VMVAX (0.07). HWMZX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than HWMZX: VMVAX (3000) vs HWMZX (1000000). VMVAX annual gain was more profitable for investors over the last year : 12.14 vs. HWMZX (4.56). HWMZX return over 5 years is better than : 167.09 vs. VMVAX (77.08).
| HWMZX | VMVAX | HWMZX / VMVAX | |
| Total Expense Ratio | 0.88 | 0.07 | 1,257% |
| Annual Report Gross Expense Ratio | 0.88 | 0.07 | 1,257% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 1.460 | 3.573 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 29.9B | 1% |
| Annual Yield % from dividends | 1.32 | 2.26 | 58% |
| Returns for 1 year | 4.56 | 12.14 | 38% |
| Returns for 3 years | 37.33 | 28.52 | 131% |
| Returns for 5 years | 167.09 | 77.08 | 217% |
| Returns for 10 years | N/A | 88.11 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement