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HWLZX vs VIVIX
HWLZX vs VIVIX Comparison
Open Charts HWLZX vs VIVIX
Hotchkis & Wiley Large Cap Fdml Value Z
Price$42.32
Change-$0.45 (-1.05%)
VolumeN/A
Net Assets366.27M
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
HWLZX vs VIVIX Comparison Chart
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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. HWLZX (366M). VIVIX pays higher dividends than HWLZX: VIVIX (2.29) vs HWLZX (1.65). HWLZX was incepted earlier than VIVIX: HWLZX (6 years) vs VIVIX (27 years). HWLZX (0.85) is less costly to investors than VIVIX (0.04). HWLZX is a more actively managed with annual turnover of: 22.00 vs. VIVIX (9.00). HWLZX has a lower initial minimum investment than VIVIX: HWLZX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.01 vs. HWLZX (0.36). VIVIX return over 5 years is better than : 72.56 vs. HWLZX (65.23).
| HWLZX | VIVIX | HWLZX / VIVIX | |
| Total Expense Ratio | 0.85 | 0.04 | 2,125% |
| Annual Report Gross Expense Ratio | 0.85 | 0.04 | 2,125% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 2.619 | 2.452 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 189B | 0% |
| Annual Yield % from dividends | 1.65 | 2.29 | 72% |
| Returns for 1 year | 0.36 | 8.01 | 4% |
| Returns for 3 years | 9.34 | 32.19 | 29% |
| Returns for 5 years | 65.23 | 72.56 | 90% |
| Returns for 10 years | N/A | 103.54 | - |
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