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HWMZX vs VMVIX
HWMZX vs VMVIX Comparison
Open Charts HWMZX vs VMVIX
Hotchkis & Wiley Mid Cap Value Z
Price$55.07
Change-$0.31 (-0.56%)
VolumeN/A
Net Assets378.74M
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
HWMZX vs VMVIX Comparison Chart in %
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HWMZX vs. VMVIX commentary
Aug 18, 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 HWMZX is a Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. HWMZX (379M). VMVIX pays higher dividends than HWMZX: VMVIX (2.10) vs HWMZX (1.31). HWMZX was incepted earlier than VMVIX: HWMZX (6 years) vs VMVIX (19 years). HWMZX (0.88) is less costly to investors than VMVIX (0.19). HWMZX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than HWMZX: VMVIX (3000) vs HWMZX (1000000). VMVIX annual gain was more profitable for investors over the last year : 7.67 vs. HWMZX (0.43). HWMZX return over 5 years is better than : 135.76 vs. VMVIX (65.08).
| HWMZX | VMVIX | HWMZX / VMVIX | |
| Total Expense Ratio | 0.88 | 0.19 | 463% |
| Annual Report Gross Expense Ratio | 0.88 | 0.19 | 463% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 0.474 | 5.177 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 31B | 1% |
| Annual Yield % from dividends | 1.31 | 2.10 | 62% |
| Returns for 1 year | 0.43 | 7.67 | 6% |
| Returns for 3 years | 22.76 | 17.46 | 130% |
| Returns for 5 years | 135.76 | 65.08 | 209% |
| Returns for 10 years | N/A | 87.80 | - |
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