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HWCAX vs VIVAX
HWCAX vs VIVAX Comparison
Open Charts HWCAX vs VIVAX
Hotchkis & Wiley Disciplined Value A
Price$29.71
Change-$0.31 (-1.03%)
VolumeN/A
Net Assets79.82M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
HWCAX vs VIVAX Comparison Chart
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HWCAX vs. VIVAX commentary
Jun 16, 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 HWCAX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. HWCAX (79.8M). VIVAX pays higher dividends than HWCAX: VIVAX (2.16) vs HWCAX (1.57). HWCAX was incepted earlier than VIVAX: HWCAX (21 years) vs VIVAX (33 years). HWCAX (1.23) is less costly to investors than VIVAX (0.17). HWCAX is a more actively managed with annual turnover of: 34.00 vs. VIVAX (9.00). HWCAX has a lower initial minimum investment than VIVAX: HWCAX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. HWCAX (-0.84). HWCAX return over 5 years is better than : 101.45 vs. VIVAX (72.56).
| HWCAX | VIVAX | HWCAX / VIVAX | |
| Total Expense Ratio | 1.05 | 0.17 | 618% |
| Annual Report Gross Expense Ratio | 1.23 | 0.17 | 724% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 3.267 | 2.419 | 135% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8M | 189B | 0% |
| Annual Yield % from dividends | 1.57 | 2.16 | 73% |
| Returns for 1 year | -0.84 | 8.01 | -11% |
| Returns for 3 years | 30.91 | 32.20 | 96% |
| Returns for 5 years | 101.45 | 72.56 | 140% |
| Returns for 10 years | 107.41 | 103.54 | 104% |
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