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HWAIX vs VMVAX
HWAIX vs VMVAX Comparison
Open Charts HWAIX vs VMVAX
Hotchkis & Wiley Value Opps Instl
Price$40.80
Change+$0.17 (+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
HWAIX vs VMVAX Comparison Chart in %
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HWAIX 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 HWAIX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. HWAIX (740M). VMVAX pays higher dividends than HWAIX: VMVAX (2.26) vs HWAIX (1.12). HWAIX was incepted earlier than VMVAX: HWAIX (23 years) vs VMVAX (14 years). HWAIX (0.95) is less costly to investors than VMVAX (0.07). HWAIX is a more actively managed with annual turnover of: 71.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than HWAIX: VMVAX (3000) vs HWAIX (250000). VMVAX annual gain was more profitable for investors over the last year : 12.14 vs. HWAIX (6.44). HWAIX return over 5 years is better than : 91.29 vs. VMVAX (77.08).
| HWAIX | VMVAX | HWAIX / VMVAX | |
| Total Expense Ratio | 0.95 | 0.07 | 1,357% |
| Annual Report Gross Expense Ratio | 0.95 | 0.07 | 1,357% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 9.178 | 3.573 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740M | 29.9B | 2% |
| Annual Yield % from dividends | 1.12 | 2.26 | 50% |
| Returns for 1 year | 6.44 | 12.14 | 53% |
| Returns for 3 years | 42.19 | 28.52 | 148% |
| Returns for 5 years | 91.29 | 77.08 | 118% |
| Returns for 10 years | 58.10 | 88.11 | 66% |