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HWMZX vs VMVIX
HWMZX vs VMVIX Comparison
Open Charts HWMZX vs VMVIX
Hotchkis & Wiley Mid Cap Value Z
Price$58.98
Change+$0.93 (+1.60%)
VolumeN/A
Net Assets379.78M
Vanguard Mid-Cap Value Index Investor
Price$69.65
Change+$0.49 (+0.71%)
VolumeN/A
Net Assets31.8B
HWMZX vs VMVIX Comparison Chart in %
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HWMZX vs. VMVIX 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 HWMZX is a StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. HWMZX (380M). VMVIX pays higher dividends than HWMZX: VMVIX (2.02) vs HWMZX (1.22). 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: 31.00 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 : 0.92 vs. HWMZX (0.28). HWMZX return over 5 years is better than : 95.28 vs. VMVIX (51.17).
| 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 | 6.130 | 9.024 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 31.8B | 1% |
| Annual Yield % from dividends | 1.22 | 2.02 | 60% |
| Returns for 1 year | 0.28 | 0.92 | 31% |
| Returns for 3 years | 25.17 | 24.50 | 103% |
| Returns for 5 years | 95.28 | 51.17 | 186% |
| Returns for 10 years | N/A | 101.93 | - |
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