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HWCAX vs VVIAX
HWCAX vs VVIAX Comparison
Open Charts HWCAX vs VVIAX
Hotchkis & Wiley Disciplined Value A
Price$29.71
Change-$0.31 (-1.03%)
VolumeN/A
Net Assets79.82M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
HWCAX vs VVIAX Comparison Chart
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HWCAX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. HWCAX (79.8M). VVIAX pays higher dividends than HWCAX: VVIAX (2.28) vs HWCAX (1.57). 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 : 8.01 vs. HWCAX (-0.84). HWCAX return over 5 years is better than : 101.45 vs. VVIAX (72.56).
| 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 | 3.267 | 2.436 | 134% |
| 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 | 2.28 | 69% |
| Returns for 1 year | -0.84 | 8.01 | -10% |
| Returns for 3 years | 30.91 | 32.19 | 96% |
| Returns for 5 years | 101.45 | 72.56 | 140% |
| Returns for 10 years | 107.41 | 103.54 | 104% |
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