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HWMAX vs VMVIX
HWMAX vs VMVIX Comparison
Open Charts HWMAX vs VMVIX
Hotchkis & Wiley Mid-Cap Value A
Price$57.96
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets383.17M
Vanguard Mid-Cap Value Index Investor
Price$70.65
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets32.63B
HWMAX vs VMVIX Comparison Chart in %
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HWMAX vs. VMVIX 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 HWMAX is a StrongBuy and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. HWMAX (383M). 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 : 9.62 vs. HWMAX (7.59). HWMAX return over 5 years is better than : 88.26 vs. VMVIX (53.90).
| HWMAX | VMVIX | HWMAX / VMVIX | |
| Total Expense Ratio | 1.21 | 0.19 | 637% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 7.552 | 11.036 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 32.6B | 1% |
| Annual Yield % from dividends | 0.94 | 2.02 | 46% |
| Returns for 1 year | 7.59 | 9.62 | 79% |
| Returns for 3 years | 32.91 | 32.94 | 100% |
| Returns for 5 years | 88.26 | 53.90 | 164% |
| Returns for 10 years | 97.67 | 109.15 | 89% |
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