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HWMIX vs VMVAX
HWMIX vs VMVAX Comparison
Open Charts HWMIX vs VMVAX
Hotchkis & Wiley Mid-Cap Value I
Price$55.62
Change+$0.22 (+0.40%)
VolumeN/A
Net Assets384.64M
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change+$0.58 (+0.66%)
VolumeN/A
Net Assets30.57B
HWMIX vs VMVAX Comparison Chart in %
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HWMIX vs. VMVAX commentary
Jul 28, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. HWMIX (385M). VMVAX pays higher dividends than HWMIX: VMVAX (2.26) vs HWMIX (1.17). 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 : 9.76 vs. HWMIX (-0.84). HWMIX return over 5 years is better than : 153.55 vs. VMVAX (71.82).
| 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 | 1.422 | 5.532 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 30.6B | 1% |
| Annual Yield % from dividends | 1.17 | 2.26 | 52% |
| Returns for 1 year | -0.84 | 9.76 | -9% |
| Returns for 3 years | 34.80 | 28.18 | 123% |
| Returns for 5 years | 153.55 | 71.82 | 214% |
| Returns for 10 years | 53.49 | 93.07 | 57% |
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