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HWMZX vs VMVIX
HWMZX vs VMVIX Comparison
Open Charts HWMZX vs VMVIX
Hotchkis & Wiley Mid Cap Value Z
Price$55.63
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
HWMZX vs VMVIX Comparison Chart in %
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HWMZX 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 HWMZX is a StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. HWMZX (385M). VMVIX pays higher dividends than HWMZX: VMVIX (2.14) vs HWMZX (1.32). 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 : 9.75 vs. HWMZX (-0.73). HWMZX return over 5 years is better than : 154.89 vs. VMVIX (71.74).
| 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 | 1.496 | 5.522 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 30.6B | 1% |
| Annual Yield % from dividends | 1.32 | 2.14 | 62% |
| Returns for 1 year | -0.73 | 9.75 | -8% |
| Returns for 3 years | 35.11 | 28.14 | 125% |
| Returns for 5 years | 154.89 | 71.74 | 216% |
| Returns for 10 years | N/A | 93.04 | - |
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