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HWCIX vs VIVAX
HWCIX vs VIVAX Comparison
Open Charts HWCIX vs VIVAX
Hotchkis & Wiley Disciplined Value I
Price$30.70
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets78.79M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
HWCIX vs VIVAX Comparison Chart in %
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HWCIX vs. VIVAX commentary
Aug 18, 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 HWCIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. HWCIX (78.8M). VIVAX pays higher dividends than HWCIX: VIVAX (2.06) vs HWCIX (1.81). HWCIX was incepted earlier than VIVAX: HWCIX (21 years) vs VIVAX (33 years). HWCIX (1.01) is less costly to investors than VIVAX (0.17). HWCIX is a more actively managed with annual turnover of: 34.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than HWCIX: VIVAX (3000) vs HWCIX (250000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. HWCIX (-1.31). HWCIX return over 5 years is better than : 97.51 vs. VIVAX (68.56).
| HWCIX | VIVAX | HWCIX / VIVAX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 1.01 | 0.17 | 594% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 7.418 | 6.512 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.8M | 196B | 0% |
| Annual Yield % from dividends | 1.81 | 2.06 | 88% |
| Returns for 1 year | -1.31 | 7.90 | -17% |
| Returns for 3 years | 24.17 | 25.93 | 93% |
| Returns for 5 years | 97.51 | 68.56 | 142% |
| Returns for 10 years | 126.27 | 114.64 | 110% |
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