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HWAIX vs VMVIX
HWAIX vs VMVIX Comparison
Open Charts HWAIX vs VMVIX
Hotchkis & Wiley Value Opps Instl
Price$40.97
Change+$0.24 (+0.59%)
VolumeN/A
Net Assets743.15M
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
HWAIX vs VMVIX Comparison Chart in %
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HWAIX vs. VMVIX commentary
Jul 28, 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. HWAIX (743M). 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 : 9.75 vs. HWAIX (5.25). HWAIX return over 5 years is better than : 87.44 vs. VMVIX (71.74).
| 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 | 9.633 | 5.522 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 743M | 30.6B | 2% |
| Annual Yield % from dividends | 1.12 | 2.14 | 52% |
| Returns for 1 year | 5.25 | 9.75 | 54% |
| Returns for 3 years | 36.06 | 28.14 | 128% |
| Returns for 5 years | 87.44 | 71.74 | 122% |
| Returns for 10 years | 60.14 | 93.04 | 65% |
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