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HWLIX vs VIVAX
HWLIX vs VIVAX Comparison
Open Charts HWLIX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value I
Price$46.68
Change+$0.47 (+1.02%)
VolumeN/A
Net Assets368.98M
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
HWLIX vs VIVAX Comparison Chart in %
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HWLIX vs. VIVAX commentary
Sep 28, 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 HWLIX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. HWLIX (369M). VIVAX pays higher dividends than HWLIX: VIVAX (1.99) vs HWLIX (1.42). HWLIX was incepted earlier than VIVAX: HWLIX (38 years) vs VIVAX (33 years). HWLIX (0.98) is less costly to investors than VIVAX (0.17). HWLIX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than HWLIX: VIVAX (3000) vs HWLIX (250000). VIVAX annual gain was more profitable for investors over the last year : 7.64 vs. HWLIX (3.60). HWLIX (84.48) and VIVAX (81.78) have equivalent 5 years return.
| HWLIX | VIVAX | HWLIX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.98 | 0.17 | 576% |
| Fund Existence | 38 years | 33 years | - |
| Gain YTD | 13.109 | 10.222 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 203B | 0% |
| Annual Yield % from dividends | 1.42 | 1.99 | 71% |
| Returns for 1 year | 3.60 | 7.64 | 47% |
| Returns for 3 years | 33.34 | 50.22 | 66% |
| Returns for 5 years | 84.48 | 81.78 | 103% |
| Returns for 10 years | 119.53 | 147.68 | 81% |
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