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HWMZX vs VMVAX
HWMZX vs VMVAX Comparison
Open Charts HWMZX vs VMVAX
Hotchkis & Wiley Mid Cap Value Z
Price$48.23
Change-$4.11 (-7.85%)
VolumeN/A
Net Assets384.19M
Vanguard Mid-Cap Value Index Admiral
Price$80.20
Change-$3.75 (-4.47%)
VolumeN/A
Net Assets30.85B
HWMZX vs VMVAX Comparison Chart
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HWMZX vs. VMVAX commentary
Apr 04, 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: 30.8B vs. HWMZX (384M). VMVAX pays higher dividends than HWMZX: VMVAX (2.33) vs HWMZX (1.37). 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 (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 : 5.64 vs. HWMZX (-5.35). HWMZX return over 5 years is better than : 239.08 vs. VMVAX (116.47).
| 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 | -5.692 | 0.252 | -2,259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 30.8B | 1% |
| Annual Yield % from dividends | 1.37 | 2.33 | 59% |
| Returns for 1 year | -5.35 | 5.64 | -95% |
| Returns for 3 years | 7.14 | 8.98 | 80% |
| Returns for 5 years | 239.08 | 116.47 | 205% |
| Returns for 10 years | N/A | 78.55 | - |
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