Ad is loading...
HWMZX vs VMVAX
HWMZX vs VMVAX Comparison
Open Charts HWMZX vs VMVAX
Hotchkis & Wiley Mid Cap Value Z
Price$54.34
Change+$0.35 (+0.65%)
VolumeN/A
Net Assets404.61M
Vanguard Mid-Cap Value Index Admiral
Price$85.98
Change+$1.05 (+1.24%)
VolumeN/A
Net Assets30.89B
HWMZX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWMZX vs. VMVAX commentary
Mar 03, 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: 30.9B vs. HWMZX (405M). 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 : 11.97 vs. HWMZX (5.24). HWMZX return over 5 years is better than : 117.06 vs. VMVAX (60.06).
| 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 | -0.858 | 2.614 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 405M | 30.9B | 1% |
| Annual Yield % from dividends | 0.38 | 2.14 | 18% |
| Returns for 1 year | 5.24 | 11.97 | 44% |
| Returns for 3 years | 21.05 | 17.73 | 119% |
| Returns for 5 years | 117.06 | 60.06 | 195% |
| Returns for 10 years | N/A | 83.71 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...