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HWAZX vs VMVIX
HWAZX vs VMVIX Comparison
Open Charts HWAZX vs VMVIX
Hotchkis & Wiley Value Opps Z
Price$41.01
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
HWAZX vs VMVIX Comparison Chart in %
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HWAZX vs. VMVIX commentary
Jul 27, 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. HWAZX (743M). VMVIX pays higher dividends than HWAZX: VMVIX (2.14) 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 : 9.75 vs. HWAZX (5.33). HWAZX return over 5 years is better than : 88.13 vs. VMVIX (71.74).
| 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 | 9.711 | 5.522 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 743M | 30.6B | 2% |
| Annual Yield % from dividends | 1.17 | 2.14 | 55% |
| Returns for 1 year | 5.33 | 9.75 | 55% |
| Returns for 3 years | 36.38 | 28.14 | 129% |
| Returns for 5 years | 88.13 | 71.74 | 123% |
| Returns for 10 years | N/A | 93.04 | - |
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