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HWMZX vs VMVIX
HWMZX vs VMVIX Comparison
Open Charts HWMZX vs VMVIX
Hotchkis & Wiley Mid Cap Value Z
Price$48.23
Change-$4.11 (-7.85%)
VolumeN/A
Net Assets384.19M
Vanguard Mid-Cap Value Index Investor
Price$60.96
Change-$2.85 (-4.47%)
VolumeN/A
Net Assets30.85B
HWMZX vs VMVIX Comparison Chart
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HWMZX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.8B vs. HWMZX (384M). VMVIX pays higher dividends than HWMZX: VMVIX (2.20) vs HWMZX (1.37). 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 (22.00). VMVIX has a lower initial minimum investment than HWMZX: VMVIX (3000) vs HWMZX (1000000). VMVIX annual gain was more profitable for investors over the last year : 5.62 vs. HWMZX (-5.35). HWMZX return over 5 years is better than : 239.08 vs. VMVIX (116.35).
| 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 | -5.692 | 0.246 | -2,310% |
| 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 | 2.20 | 62% |
| Returns for 1 year | -5.35 | 5.62 | -95% |
| Returns for 3 years | 7.14 | 8.94 | 80% |
| Returns for 5 years | 239.08 | 116.35 | 205% |
| Returns for 10 years | N/A | 78.45 | - |
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