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HWMZX vs VMVIX
HWMZX vs VMVIX Comparison
Open Charts HWMZX vs VMVIX
Hotchkis & Wiley Mid Cap Value Z
Price$50.18
Change-$0.16 (-0.32%)
VolumeN/A
Net Assets360.77M
Vanguard Mid-Cap Value Index Investor
Price$62.89
Change-$0.26 (-0.41%)
VolumeN/A
Net Assets29.07B
HWMZX vs VMVIX Comparison Chart
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HWMZX vs. VMVIX commentary
May 23, 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: 29.1B vs. HWMZX (361M). VMVIX pays higher dividends than HWMZX: VMVIX (2.27) vs HWMZX (1.48). 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). VMVIX annual gain was more profitable for investors over the last year : 4.09 vs. HWMZX (-6.84). HWMZX return over 5 years is better than : 156.22 vs. VMVIX (77.89).
| 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 | -8.155 | -0.790 | 1,032% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 29.1B | 1% |
| Annual Yield % from dividends | 1.48 | 2.27 | 65% |
| Returns for 1 year | -6.84 | 4.09 | -167% |
| Returns for 3 years | 12.53 | 15.66 | 80% |
| Returns for 5 years | 156.22 | 77.89 | 201% |
| Returns for 10 years | N/A | 74.60 | - |
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