HWMAX
Price
$57.80
Change
+$0.91 (+1.60%)
Updated
Dec 3 closing price
Net Assets
379.78M
VMVIX
Price
$69.65
Change
+$0.49 (+0.71%)
Updated
Dec 3 closing price
Net Assets
31.8B
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HWMAX vs VMVIX

Header iconHWMAX vs VMVIX Comparison
Open Charts HWMAX vs VMVIXBanner chart's image
Hotchkis & Wiley Mid-Cap Value A
Price$57.80
Change+$0.91 (+1.60%)
VolumeN/A
Net Assets379.78M
Vanguard Mid-Cap Value Index Investor
Price$69.65
Change+$0.49 (+0.71%)
VolumeN/A
Net Assets31.8B
HWMAX vs VMVIX Comparison Chart in %
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HWMAX vs. VMVIX 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 HWMAX is a StrongBuy and VMVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. HWMAX (380M). VMVIX pays higher dividends than HWMAX: VMVIX (2.02) vs HWMAX (0.94). HWMAX was incepted earlier than VMVIX: HWMAX (25 years) vs VMVIX (19 years). HWMAX (1.21) is less costly to investors than VMVIX (0.19). HWMAX is a more actively managed with annual turnover of: 31.00 vs. VMVIX (19.00). HWMAX has a lower initial minimum investment than VMVIX: HWMAX (2500) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 0.92 vs. HWMAX (-0.06). HWMAX return over 5 years is better than : 92.66 vs. VMVIX (51.17).
HWMAXVMVIXHWMAX / VMVIX
Total Expense Ratio1.210.19637%
Annual Report Gross Expense Ratio1.210.19637%
Fund Existence25 years19 years-
Gain YTD5.7909.02464%
Front Load5%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets380M31.8B1%
Annual Yield % from dividends0.942.0246%
Returns for 1 year-0.060.92-6%
Returns for 3 years24.3324.5099%
Returns for 5 years92.6651.17181%
Returns for 10 years63.33101.9362%
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