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HWAZX vs VMVIX
HWAZX vs VMVIX Comparison
Open Charts HWAZX vs VMVIX
Hotchkis & Wiley Value Opps Z
Price$41.17
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets742.46M
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
HWAZX vs VMVIX Comparison Chart in %
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HWAZX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. HWAZX (742M). VMVIX pays higher dividends than HWAZX: VMVIX (2.10) vs HWAZX (1.17). HWAZX was incepted earlier than VMVIX: HWAZX (6 years) vs VMVIX (19 years). HWAZX (0.86) is less costly to investors than VMVIX (0.19). HWAZX is a more actively managed with annual turnover of: 71.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than HWAZX: VMVIX (3000) vs HWAZX (1000000). VMVIX 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. VMVIX (65.08).
| HWAZX | VMVIX | HWAZX / VMVIX | |
| Total Expense Ratio | 0.86 | 0.19 | 453% |
| Annual Report Gross Expense Ratio | 0.86 | 0.19 | 453% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 10.139 | 5.177 | 196% |
| 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 | 2.10 | 56% |
| Returns for 1 year | 5.88 | 7.67 | 77% |
| Returns for 3 years | 24.78 | 17.46 | 142% |
| Returns for 5 years | 79.57 | 65.08 | 122% |
| Returns for 10 years | N/A | 87.80 | - |
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