Interact to see
Advertisement
Advertisement
HWMIX vs VMVAX
HWMIX vs VMVAX Comparison
Open Charts HWMIX vs VMVAX
Hotchkis & Wiley Mid-Cap Value I
Price$61.21
Change+$3.67 (+6.38%)
VolumeN/A
Net Assets393.75M
Vanguard Mid-Cap Value Index Admiral
Price$96.91
Change+$7.30 (+8.15%)
VolumeN/A
Net Assets33.17B
HWMIX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMIX vs. VMVAX commentary
Feb 04, 2026
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: 33.2B vs. HWMIX (394M). VMVAX pays higher dividends than HWMIX: VMVAX (2.01) vs HWMIX (1.33). 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: 31.00 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 : 13.53 vs. HWMIX (11.57). HWMIX return over 5 years is better than : 76.80 vs. VMVAX (52.71).
| 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 | 4.919 | 5.509 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 33.2B | 1% |
| Annual Yield % from dividends | 1.33 | 2.01 | 66% |
| Returns for 1 year | 11.57 | 13.53 | 86% |
| Returns for 3 years | 26.07 | 29.37 | 89% |
| Returns for 5 years | 76.80 | 52.71 | 146% |
| Returns for 10 years | 139.00 | 142.89 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers