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HWAAX vs VIVAX
HWAAX vs VIVAX Comparison
Open Charts HWAAX vs VIVAX
Hotchkis & Wiley Value Opps A
Price$42.19
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets769.27M
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
HWAAX vs VIVAX Comparison Chart in %
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HWAAX vs. VIVAX commentary
Sep 09, 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 HWAAX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. HWAAX (769M). VIVAX pays higher dividends than HWAAX: VIVAX (1.99) vs HWAAX (0.86). HWAAX was incepted earlier than VIVAX: HWAAX (23 years) vs VIVAX (33 years). HWAAX (1.18) is less costly to investors than VIVAX (0.17). HWAAX is a more actively managed with annual turnover of: 71.00 vs. VIVAX (9.00). HWAAX has a lower initial minimum investment than VIVAX: HWAAX (2500) vs VIVAX (3000). HWAAX (7.90) and VIVAX (7.74) have marching annual gain over last year. HWAAX return over 5 years is better than : 82.11 vs. VIVAX (70.18).
| HWAAX | VIVAX | HWAAX / VIVAX | |
| Total Expense Ratio | 1.18 | 0.17 | 694% |
| Annual Report Gross Expense Ratio | 1.18 | 0.17 | 694% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 12.928 | 7.845 | 165% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 769M | 203B | 0% |
| Annual Yield % from dividends | 0.86 | 1.99 | 43% |
| Returns for 1 year | 7.90 | 7.74 | 102% |
| Returns for 3 years | 31.37 | 36.63 | 86% |
| Returns for 5 years | 82.11 | 70.18 | 117% |
| Returns for 10 years | 68.40 | 131.64 | 52% |
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