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HWMZX vs VMVIX
HWMZX vs VMVIX Comparison
Open Charts HWMZX vs VMVIX
Hotchkis & Wiley Mid Cap Value Z
Price$56.96
Change-$0.46 (-0.80%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.83
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
HWMZX vs VMVIX Comparison Chart
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HWMZX vs. VMVIX commentary
Nov 18, 2024
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: 30.9B vs. HWMZX (437M). VMVIX pays higher dividends than HWMZX: VMVIX (2.03) vs HWMZX (0.38). HWMZX was incepted earlier than VMVIX: HWMZX (5 years) vs VMVIX (18 years). HWMZX is a more actively managed with annual turnover of: 35.00 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 : 27.06 vs. HWMZX (17.57). HWMZX return over 5 years is better than : 87.49 vs. VMVIX (47.37).
| HWMZX | VMVIX | HWMZX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 6.507 | 17.315 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 30.9B | 1% |
| Annual Yield % from dividends | 0.38 | 2.03 | 19% |
| Returns for 1 year | 17.57 | 27.06 | 65% |
| Returns for 3 years | 28.13 | 13.52 | 208% |
| Returns for 5 years | 87.49 | 47.37 | 185% |
| Returns for 10 years | N/A | 96.63 | - |