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HWCIX vs VIVAX
HWCIX vs VIVAX Comparison
Open Charts HWCIX vs VIVAX
Hotchkis & Wiley Disciplined Value I
Price$31.51
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets80.63M
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
HWCIX vs VIVAX Comparison Chart in %
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HWCIX vs. VIVAX commentary
Sep 09, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. HWCIX (80.6M). VIVAX pays higher dividends than HWCIX: VIVAX (1.99) vs HWCIX (1.72). 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 : 7.74 vs. HWCIX (1.64). HWCIX return over 5 years is better than : 107.99 vs. VIVAX (70.18).
| 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 | 10.252 | 7.845 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.6M | 203B | 0% |
| Annual Yield % from dividends | 1.72 | 1.99 | 87% |
| Returns for 1 year | 1.64 | 7.74 | 21% |
| Returns for 3 years | 32.63 | 36.63 | 89% |
| Returns for 5 years | 107.99 | 70.18 | 154% |
| Returns for 10 years | 150.71 | 131.64 | 114% |
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