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HWLIX vs VIVAX
HWLIX vs VIVAX Comparison
Open Charts HWLIX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value I
Price$47.52
Change+$0.69 (+1.47%)
VolumeN/A
Net Assets360.19M
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
HWLIX vs VIVAX Comparison Chart in %
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HWLIX vs. VIVAX commentary
Dec 04, 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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. HWLIX (360M). VIVAX pays higher dividends than HWLIX: VIVAX (1.93) vs HWLIX (1.38). 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: 40.00 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 : 4.76 vs. HWLIX (-2.11). VIVAX return over 5 years is better than : 61.14 vs. HWLIX (43.62).
| 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 | 13.351 | 11.753 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 208B | 0% |
| Annual Yield % from dividends | 1.38 | 1.93 | 72% |
| Returns for 1 year | -2.11 | 4.76 | -44% |
| Returns for 3 years | 9.37 | 29.79 | 31% |
| Returns for 5 years | 43.62 | 61.14 | 71% |
| Returns for 10 years | 102.79 | 127.21 | 81% |
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