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HWCIX vs VIVIX
HWCIX vs VIVIX Comparison
Open Charts HWCIX vs VIVIX
Hotchkis & Wiley Disciplined Value I
Price$30.74
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets82.42M
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
HWCIX vs VIVIX Comparison Chart in %
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HWCIX vs. VIVIX 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 HWCIX is a StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. HWCIX (82.4M). VIVIX pays higher dividends than HWCIX: VIVIX (2.19) vs HWCIX (1.80). 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 : 12.05 vs. HWCIX (1.74). HWCIX return over 5 years is better than : 114.72 vs. VIVIX (80.14).
| 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 | 7.558 | 6.215 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4M | 189B | 0% |
| Annual Yield % from dividends | 1.80 | 2.19 | 82% |
| Returns for 1 year | 1.74 | 12.05 | 14% |
| Returns for 3 years | 33.59 | 35.17 | 96% |
| Returns for 5 years | 114.72 | 80.14 | 143% |
| Returns for 10 years | 124.42 | 115.68 | 108% |
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