Interact to see
Advertisement
Advertisement
HWCAX vs VVIAX
HWCAX vs VVIAX Comparison
Open Charts HWCAX vs VVIAX
Hotchkis & Wiley Disciplined Value A
Price$30.90
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets82.42M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
HWCAX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWCAX vs. VVIAX commentary
Jul 07, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. HWCAX (82.4M). VVIAX pays higher dividends than HWCAX: VVIAX (2.18) vs HWCAX (1.53). 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 : 12.03 vs. HWCAX (1.56). HWCAX return over 5 years is better than : 112.80 vs. VVIAX (80.13).
| 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 | 7.404 | 6.198 | 119% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4M | 189B | 0% |
| Annual Yield % from dividends | 1.53 | 2.18 | 70% |
| Returns for 1 year | 1.56 | 12.03 | 13% |
| Returns for 3 years | 33.82 | 35.17 | 96% |
| Returns for 5 years | 112.80 | 80.13 | 141% |
| Returns for 10 years | 121.13 | 115.67 | 105% |