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HWCIX vs VVIAX
HWCIX vs VVIAX Comparison
Open Charts HWCIX vs VVIAX
Hotchkis & Wiley Disciplined Value I
Price$31.51
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets80.63M
Vanguard Value Index Adm
Price$71.07
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets202.84B
HWCIX vs VVIAX Comparison Chart in %
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HWCIX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. HWCIX (80.6M). VVIAX pays higher dividends than HWCIX: VVIAX (2.10) vs HWCIX (1.72). HWCIX was incepted earlier than VVIAX: HWCIX (21 years) vs VVIAX (25 years). HWCIX (1.01) is less costly to investors than VVIAX (0.05). HWCIX is a more actively managed with annual turnover of: 34.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than HWCIX: VVIAX (3000) vs HWCIX (250000). VVIAX annual gain was more profitable for investors over the last year : 8.94 vs. HWCIX (1.64). HWCIX return over 5 years is better than : 107.99 vs. VVIAX (70.93).
| HWCIX | VVIAX | HWCIX / VVIAX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 1.01 | 0.05 | 2,020% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 10.252 | 7.668 | 134% |
| 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 | 2.10 | 82% |
| Returns for 1 year | 1.64 | 8.94 | 18% |
| Returns for 3 years | 32.63 | 31.79 | 103% |
| Returns for 5 years | 107.99 | 70.93 | 152% |
| Returns for 10 years | 150.71 | 132.80 | 113% |