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HWAIX vs VMVIX
HWAIX vs VMVIX Comparison
Open Charts HWAIX vs VMVIX
Hotchkis & Wiley Value Opps Instl
Price$40.80
Change+$0.17 (+0.42%)
VolumeN/A
Net Assets740.25M
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
HWAIX vs VMVIX Comparison Chart in %
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HWAIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. HWAIX (740M). VMVIX pays higher dividends than HWAIX: VMVIX (2.14) vs HWAIX (1.12). HWAIX was incepted earlier than VMVIX: HWAIX (23 years) vs VMVIX (19 years). HWAIX (0.95) is less costly to investors than VMVIX (0.19). HWAIX is a more actively managed with annual turnover of: 71.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than HWAIX: VMVIX (3000) vs HWAIX (250000). VMVIX annual gain was more profitable for investors over the last year : 12.13 vs. HWAIX (6.44). HWAIX return over 5 years is better than : 91.29 vs. VMVIX (76.99).
| HWAIX | VMVIX | HWAIX / VMVIX | |
| Total Expense Ratio | 0.95 | 0.19 | 500% |
| Annual Report Gross Expense Ratio | 0.95 | 0.19 | 500% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 9.178 | 3.574 | 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 | 2.14 | 52% |
| Returns for 1 year | 6.44 | 12.13 | 53% |
| Returns for 3 years | 42.19 | 28.47 | 148% |
| Returns for 5 years | 91.29 | 76.99 | 119% |
| Returns for 10 years | 58.10 | 88.04 | 66% |
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