Interact to see
Advertisement
Advertisement
HWMIX vs VMVIX
HWMIX vs VMVIX Comparison
Open Charts HWMIX vs VMVIX
Hotchkis & Wiley Mid-Cap Value I
Price$61.21
Change+$3.67 (+6.38%)
VolumeN/A
Net Assets393.75M
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
HWMIX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. HWMIX (394M). VMVIX pays higher dividends than HWMIX: VMVIX (1.90) vs HWMIX (1.33). 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: 31.00 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 : 13.54 vs. HWMIX (11.57). HWMIX return over 5 years is better than : 76.80 vs. VMVIX (52.64).
| 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 | 4.919 | 5.515 | 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 | 1.90 | 70% |
| Returns for 1 year | 11.57 | 13.54 | 85% |
| Returns for 3 years | 26.07 | 29.32 | 89% |
| Returns for 5 years | 76.80 | 52.64 | 146% |
| Returns for 10 years | 139.00 | 142.71 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers