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HWLIX vs VIVAX
HWLIX vs VIVAX Comparison
Open Charts HWLIX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value I
Price$42.33
Change-$0.44 (-1.03%)
VolumeN/A
Net Assets366.27M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
HWLIX vs VIVAX Comparison Chart
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HWLIX vs. VIVAX commentary
Jun 16, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. HWLIX (366M). VIVAX pays higher dividends than HWLIX: VIVAX (2.16) vs HWLIX (1.55). 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 : 8.01 vs. HWLIX (0.28). VIVAX return over 5 years is better than : 72.56 vs. HWLIX (64.58).
| 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 | 2.568 | 2.419 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 189B | 0% |
| Annual Yield % from dividends | 1.55 | 2.16 | 72% |
| Returns for 1 year | 0.28 | 8.01 | 4% |
| Returns for 3 years | 9.15 | 32.20 | 28% |
| Returns for 5 years | 64.58 | 72.56 | 89% |
| Returns for 10 years | 70.13 | 103.54 | 68% |
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