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HWMZX vs VMVAX
HWMZX vs VMVAX Comparison
Open Charts HWMZX vs VMVAX
Hotchkis & Wiley Mid Cap Value Z
Price$57.04
Change+$0.25 (+0.44%)
VolumeN/A
Net Assets426.53M
Vanguard Mid-Cap Value Index Admiral
Price$86.54
Change+$0.88 (+1.03%)
VolumeN/A
Net Assets30.1B
HWMZX vs VMVAX Comparison Chart
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HWMZX vs. VMVAX commentary
Jan 31, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. HWMZX (427M). VMVAX pays higher dividends than HWMZX: VMVAX (2.14) vs HWMZX (0.38). HWMZX was incepted earlier than VMVAX: HWMZX (5 years) vs VMVAX (13 years). HWMZX is a more actively managed with annual turnover of: 35.00 vs. VMVAX (22.00). 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 : 16.15 vs. HWMZX (11.13). HWMZX return over 5 years is better than : 97.43 vs. VMVAX (42.66).
| HWMZX | VMVAX | HWMZX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 3.612 | 2.232 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 30.1B | 1% |
| Annual Yield % from dividends | 0.38 | 2.14 | 18% |
| Returns for 1 year | 11.13 | 16.15 | 69% |
| Returns for 3 years | 26.07 | 13.83 | 189% |
| Returns for 5 years | 97.43 | 42.66 | 228% |
| Returns for 10 years | N/A | 90.92 | - |