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HWCAX vs VIVAX
HWCAX vs VIVAX Comparison
Open Charts HWCAX vs VIVAX
Hotchkis & Wiley Disciplined Value A
Price$31.70
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets80.63M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
HWCAX vs VIVAX Comparison Chart in %
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HWCAX vs. VIVAX commentary
Sep 08, 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: 203B vs. HWCAX (80.6M). VIVAX pays higher dividends than HWCAX: VIVAX (1.99) vs HWCAX (1.46). 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 : 7.74 vs. HWCAX (-0.08). HWCAX return over 5 years is better than : 103.95 vs. VIVAX (70.18).
| 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 | 10.184 | 7.845 | 130% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.6M | 203B | 0% |
| Annual Yield % from dividends | 1.46 | 1.99 | 73% |
| Returns for 1 year | -0.08 | 7.74 | -1% |
| Returns for 3 years | 37.62 | 36.63 | 103% |
| Returns for 5 years | 103.95 | 70.18 | 148% |
| Returns for 10 years | 144.69 | 131.64 | 110% |
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