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HWACX vs VMVAX
HWACX vs VMVAX Comparison
Open Charts HWACX vs VMVAX
Hotchkis & Wiley Value Opps C
Price$35.86
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets740.25M
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
HWACX vs VMVAX Comparison Chart in %
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HWACX vs. VMVAX commentary
Jul 07, 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 HWACX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. HWACX (740M). VMVAX pays higher dividends than HWACX: VMVAX (2.26) vs HWACX (0.34). HWACX was incepted earlier than VMVAX: HWACX (22 years) vs VMVAX (14 years). HWACX (1.90) is less costly to investors than VMVAX (0.07). HWACX is a more actively managed with annual turnover of: 71.00 vs. VMVAX (19.00). HWACX has a lower initial minimum investment than VMVAX: HWACX (2500) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 12.14 vs. HWACX (4.36). VMVAX (77.08) and HWACX (76.98) have equivalent 5 years return.
| HWACX | VMVAX | HWACX / VMVAX | |
| Total Expense Ratio | 1.90 | 0.07 | 2,714% |
| Annual Report Gross Expense Ratio | 1.90 | 0.07 | 2,714% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 8.667 | 3.573 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740M | 29.9B | 2% |
| Annual Yield % from dividends | 0.34 | 2.26 | 15% |
| Returns for 1 year | 4.36 | 12.14 | 36% |
| Returns for 3 years | 35.56 | 28.52 | 125% |
| Returns for 5 years | 76.98 | 77.08 | 100% |
| Returns for 10 years | 38.38 | 88.11 | 44% |
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