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HWMIX vs VMVIX
HWMIX vs VMVIX Comparison
Open Charts HWMIX vs VMVIX
Hotchkis & Wiley Mid-Cap Value I
Price$55.62
Change+$0.22 (+0.40%)
VolumeN/A
Net Assets384.64M
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
HWMIX vs VMVIX Comparison Chart in %
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HWMIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. HWMIX (385M). VMVIX pays higher dividends than HWMIX: VMVIX (2.14) vs HWMIX (1.17). HWMIX was incepted earlier than VMVIX: HWMIX (29 years) vs VMVIX (19 years). HWMIX (1.00) is less costly to investors than VMVIX (0.19). HWMIX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than HWMIX: VMVIX (3000) vs HWMIX (250000). VMVIX annual gain was more profitable for investors over the last year : 9.75 vs. HWMIX (-0.84). HWMIX return over 5 years is better than : 153.55 vs. VMVIX (71.74).
| HWMIX | VMVIX | HWMIX / VMVIX | |
| Total Expense Ratio | 1.00 | 0.19 | 526% |
| Annual Report Gross Expense Ratio | 1.00 | 0.19 | 526% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | 1.422 | 5.522 | 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 | 2.14 | 55% |
| Returns for 1 year | -0.84 | 9.75 | -9% |
| Returns for 3 years | 34.80 | 28.14 | 124% |
| Returns for 5 years | 153.55 | 71.74 | 214% |
| Returns for 10 years | 53.49 | 93.04 | 57% |
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