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HWAIX vs VMVAX
HWAIX vs VMVAX Comparison
Open Charts HWAIX vs VMVAX
Hotchkis & Wiley Value Opps Instl
Price$41.32
Change-$0.42 (-1.01%)
VolumeN/A
Net Assets786.73M
Vanguard Mid-Cap Value Index Admiral
Price$90.11
Change-$1.02 (-1.12%)
VolumeN/A
Net Assets31.8B
HWAIX vs VMVAX Comparison Chart in %
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HWAIX vs. VMVAX commentary
Nov 14, 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: 31.8B vs. HWAIX (787M). VMVAX pays higher dividends than HWAIX: VMVAX (2.20) vs HWAIX (1.08). HWAIX was incepted earlier than VMVAX: HWAIX (23 years) vs VMVAX (14 years). HWAIX (0.97) 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 : 2.82 vs. HWAIX (-0.43). HWAIX return over 5 years is better than : 61.72 vs. VMVAX (56.57).
| HWAIX | VMVAX | HWAIX / VMVAX | |
| Total Expense Ratio | 0.97 | 0.07 | 1,386% |
| Annual Report Gross Expense Ratio | 0.97 | 0.07 | 1,386% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 11.694 | 8.872 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 787M | 31.8B | 2% |
| Annual Yield % from dividends | 1.08 | 2.20 | 49% |
| Returns for 1 year | -0.43 | 2.82 | -15% |
| Returns for 3 years | 25.22 | 26.82 | 94% |
| Returns for 5 years | 61.72 | 56.57 | 109% |
| Returns for 10 years | 72.07 | 108.57 | 66% |
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