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HWLIX vs VIVAX
HWLIX vs VIVAX Comparison
Open Charts HWLIX vs VIVAX
Hotchkis & Wiley Large Cap Fdml Value I
Price$45.40
Change+$0.20 (+0.44%)
VolumeN/A
Net Assets360.39M
Vanguard Value Index I
Price$75.23
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
HWLIX vs VIVAX Comparison Chart in %
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HWLIX vs. VIVAX commentary
Dec 27, 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: 216B vs. HWLIX (360M). VIVAX pays higher dividends than HWLIX: VIVAX (1.93) vs HWLIX (1.38). HWLIX was incepted earlier than VIVAX: HWLIX (39 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 : 12.66 vs. HWLIX (9.56). VIVAX return over 5 years is better than : 64.99 vs. HWLIX (37.67).
| HWLIX | VIVAX | HWLIX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.98 | 0.17 | 576% |
| Fund Existence | 39 years | 33 years | - |
| Gain YTD | 10.007 | 14.025 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 216B | 0% |
| Annual Yield % from dividends | 1.38 | 1.93 | 72% |
| Returns for 1 year | 9.56 | 12.66 | 75% |
| Returns for 3 years | 21.25 | 37.81 | 56% |
| Returns for 5 years | 37.67 | 64.99 | 58% |
| Returns for 10 years | 104.82 | 134.86 | 78% |
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