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HWMIX vs VMVAX
HWMIX vs VMVAX Comparison
Open Charts HWMIX vs VMVAX
Hotchkis & Wiley Mid-Cap Value I
Price$55.05
Change-$0.31 (-0.56%)
VolumeN/A
Net Assets378.74M
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
HWMIX vs VMVAX Comparison Chart in %
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HWMIX vs. VMVAX commentary
Aug 18, 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 HWMIX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. HWMIX (379M). VMVAX pays higher dividends than HWMIX: VMVAX (2.22) vs HWMIX (1.16). HWMIX was incepted earlier than VMVAX: HWMIX (29 years) vs VMVAX (14 years). HWMIX (1.00) is less costly to investors than VMVAX (0.07). HWMIX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than HWMIX: VMVAX (3000) vs HWMIX (250000). VMVAX annual gain was more profitable for investors over the last year : 7.67 vs. HWMIX (0.31). HWMIX return over 5 years is better than : 134.57 vs. VMVAX (65.15).
| HWMIX | VMVAX | HWMIX / VMVAX | |
| Total Expense Ratio | 1.00 | 0.07 | 1,429% |
| Annual Report Gross Expense Ratio | 1.00 | 0.07 | 1,429% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 0.383 | 5.198 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 31B | 1% |
| Annual Yield % from dividends | 1.16 | 2.22 | 52% |
| Returns for 1 year | 0.31 | 7.67 | 4% |
| Returns for 3 years | 22.44 | 17.51 | 128% |
| Returns for 5 years | 134.57 | 65.15 | 207% |
| Returns for 10 years | 52.50 | 87.87 | 60% |
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