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HWMIX vs VMVAX
HWMIX vs VMVAX Comparison
Open Charts HWMIX vs VMVAX
Hotchkis & Wiley Mid-Cap Value I
Price$58.00
Change-$0.13 (-0.22%)
VolumeN/A
Net Assets375.54M
Vanguard Mid-Cap Value Index Admiral
Price$91.65
Change+$0.65 (+0.71%)
VolumeN/A
Net Assets31.8B
HWMIX vs VMVAX Comparison Chart in %
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HWMIX vs. VMVAX 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 HWMIX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. HWMIX (376M). VMVAX pays higher dividends than HWMIX: VMVAX (2.14) vs HWMIX (1.08). 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 : 0.92 vs. HWMIX (0.16). HWMIX return over 5 years is better than : 94.28 vs. VMVAX (51.23).
| 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 | 5.999 | 9.051 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 31.8B | 1% |
| Annual Yield % from dividends | 1.08 | 2.14 | 51% |
| Returns for 1 year | 0.16 | 0.92 | 17% |
| Returns for 3 years | 24.85 | 24.53 | 101% |
| Returns for 5 years | 94.28 | 51.23 | 184% |
| Returns for 10 years | 66.31 | 102.11 | 65% |
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