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HWAIX vs VIVIX
HWAIX vs VIVIX Comparison
Open Charts HWAIX vs VIVIX
Hotchkis & Wiley Value Opps Instl
Price$42.27
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets769.27M
Vanguard Value Index I
Price$71.06
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
HWAIX vs VIVIX Comparison Chart in %
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HWAIX vs. VIVIX 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 HWAIX is a Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. HWAIX (769M). VIVIX pays higher dividends than HWAIX: VIVIX (2.11) vs HWAIX (1.07). HWAIX was incepted earlier than VIVIX: HWAIX (23 years) vs VIVIX (27 years). HWAIX (0.95) is less costly to investors than VIVIX (0.04). HWAIX is a more actively managed with annual turnover of: 71.00 vs. VIVIX (9.00). HWAIX has a lower initial minimum investment than VIVIX: HWAIX (250000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.92 vs. HWAIX (8.18). HWAIX return over 5 years is better than : 84.17 vs. VIVIX (70.91).
| HWAIX | VIVIX | HWAIX / VIVIX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 13.112 | 7.669 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 769M | 203B | 0% |
| Annual Yield % from dividends | 1.07 | 2.11 | 51% |
| Returns for 1 year | 8.18 | 8.92 | 92% |
| Returns for 3 years | 32.17 | 31.77 | 101% |
| Returns for 5 years | 84.17 | 70.91 | 119% |
| Returns for 10 years | 71.80 | 132.77 | 54% |