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HWMZX vs VMVIX
HWMZX vs VMVIX Comparison
Open Charts HWMZX vs VMVIX
Hotchkis & Wiley Mid Cap Value Z
Price$57.73
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets390.57M
Vanguard Mid-Cap Value Index Investor
Price$67.84
Change+$0.08 (+0.12%)
VolumeN/A
Net Assets32.03B
HWMZX vs VMVIX Comparison Chart in %
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HWMZX vs. VMVIX commentary
Sep 18, 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32B vs. HWMZX (391M). VMVIX pays higher dividends than HWMZX: VMVIX (2.04) vs HWMZX (1.24). HWMZX was incepted earlier than VMVIX: HWMZX (6 years) vs VMVIX (19 years). HWMZX (0.88) is less costly to investors than VMVIX (0.19). HWMZX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than HWMZX: VMVIX (3000) vs HWMZX (1000000). HWMZX (4.02) and VMVIX (3.90) have marching annual gain over last year. HWMZX return over 5 years is better than : 155.94 vs. VMVIX (68.41).
| HWMZX | VMVIX | HWMZX / VMVIX | |
| Total Expense Ratio | 0.88 | 0.19 | 463% |
| Annual Report Gross Expense Ratio | 0.88 | 0.19 | 463% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 5.273 | 6.465 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 32B | 1% |
| Annual Yield % from dividends | 1.24 | 2.04 | 61% |
| Returns for 1 year | 4.02 | 3.90 | 103% |
| Returns for 3 years | 37.58 | 29.90 | 126% |
| Returns for 5 years | 155.94 | 68.41 | 228% |
| Returns for 10 years | N/A | 102.36 | - |
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