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HWCAX vs VVIAX
HWCAX vs VVIAX Comparison
Open Charts HWCAX vs VVIAX
Hotchkis & Wiley Disciplined Value A
Price$31.70
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets80.63M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
HWCAX vs VVIAX Comparison Chart in %
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HWCAX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. HWCAX (80.6M). VVIAX pays higher dividends than HWCAX: VVIAX (2.10) vs HWCAX (1.46). HWCAX was incepted earlier than VVIAX: HWCAX (21 years) vs VVIAX (25 years). HWCAX (1.23) is less costly to investors than VVIAX (0.05). HWCAX is a more actively managed with annual turnover of: 34.00 vs. VVIAX (9.00). HWCAX has a lower initial minimum investment than VVIAX: HWCAX (2500) vs VVIAX (3000). VVIAX 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. VVIAX (70.16).
| HWCAX | VVIAX | HWCAX / VVIAX | |
| Total Expense Ratio | 1.05 | 0.05 | 2,100% |
| Annual Report Gross Expense Ratio | 1.23 | 0.05 | 2,460% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 10.184 | 7.850 | 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 | 2.10 | 69% |
| Returns for 1 year | -0.08 | 7.74 | -1% |
| Returns for 3 years | 37.62 | 36.61 | 103% |
| Returns for 5 years | 103.95 | 70.16 | 148% |
| Returns for 10 years | 144.69 | 131.61 | 110% |