Interact to see
Advertisement
Advertisement
HWAZX vs VMVAX
HWAZX vs VMVAX Comparison
Open Charts HWAZX vs VMVAX
Hotchkis & Wiley Value Opps Z
Price$41.17
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets742.46M
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
HWAZX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWAZX vs. VMVAX commentary
Aug 18, 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 HWAZX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. HWAZX (742M). VMVAX pays higher dividends than HWAZX: VMVAX (2.22) vs HWAZX (1.17). HWAZX was incepted earlier than VMVAX: HWAZX (6 years) vs VMVAX (14 years). HWAZX (0.86) is less costly to investors than VMVAX (0.07). HWAZX is a more actively managed with annual turnover of: 71.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than HWAZX: VMVAX (3000) vs HWAZX (1000000). VMVAX annual gain was more profitable for investors over the last year : 7.67 vs. HWAZX (5.88). HWAZX return over 5 years is better than : 79.57 vs. VMVAX (65.15).
| HWAZX | VMVAX | HWAZX / VMVAX | |
| Total Expense Ratio | 0.86 | 0.07 | 1,229% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 10.139 | 5.198 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 31B | 2% |
| Annual Yield % from dividends | 1.17 | 2.22 | 53% |
| Returns for 1 year | 5.88 | 7.67 | 77% |
| Returns for 3 years | 24.78 | 17.51 | 142% |
| Returns for 5 years | 79.57 | 65.15 | 122% |
| Returns for 10 years | N/A | 87.87 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers