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HWCIX vs VIVIX
HWCIX vs VIVIX Comparison
Open Charts HWCIX vs VIVIX
Hotchkis & Wiley Disciplined Value I
Price$31.51
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets80.63M
Vanguard Value Index I
Price$71.06
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
HWCIX vs VIVIX Comparison Chart in %
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HWCIX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. HWCIX (80.6M). VIVIX pays higher dividends than HWCIX: VIVIX (2.11) vs HWCIX (1.72). HWCIX was incepted earlier than VIVIX: HWCIX (21 years) vs VIVIX (27 years). HWCIX (1.01) is less costly to investors than VIVIX (0.04). HWCIX is a more actively managed with annual turnover of: 34.00 vs. VIVIX (9.00). HWCIX has a lower initial minimum investment than VIVIX: HWCIX (250000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.92 vs. HWCIX (1.64). HWCIX return over 5 years is better than : 107.99 vs. VIVIX (70.91).
| HWCIX | VIVIX | HWCIX / VIVIX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,000% |
| Annual Report Gross Expense Ratio | 1.01 | 0.04 | 2,525% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 10.252 | 7.669 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.6M | 203B | 0% |
| Annual Yield % from dividends | 1.72 | 2.11 | 81% |
| Returns for 1 year | 1.64 | 8.92 | 18% |
| Returns for 3 years | 32.63 | 31.77 | 103% |
| Returns for 5 years | 107.99 | 70.91 | 152% |
| Returns for 10 years | 150.71 | 132.77 | 114% |
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