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HWMZX vs VMVAX
HWMZX vs VMVAX Comparison
Open Charts HWMZX vs VMVAX
Hotchkis & Wiley Mid Cap Value Z
Price$50.18
Change-$0.16 (-0.32%)
VolumeN/A
Net Assets360.77M
Vanguard Mid-Cap Value Index Admiral
Price$82.74
Change-$0.35 (-0.42%)
VolumeN/A
Net Assets29.07B
HWMZX vs VMVAX Comparison Chart
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HWMZX vs. VMVAX commentary
May 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 HWMZX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. HWMZX (361M). VMVAX pays higher dividends than HWMZX: VMVAX (2.40) vs HWMZX (1.48). 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 : 4.10 vs. HWMZX (-6.84). HWMZX return over 5 years is better than : 156.22 vs. VMVAX (77.99).
| 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 | -8.155 | -0.775 | 1,052% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 29.1B | 1% |
| Annual Yield % from dividends | 1.48 | 2.40 | 62% |
| Returns for 1 year | -6.84 | 4.10 | -167% |
| Returns for 3 years | 12.53 | 15.69 | 80% |
| Returns for 5 years | 156.22 | 77.99 | 200% |
| Returns for 10 years | N/A | 74.68 | - |
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