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HWMZX vs VMVIX
HWMZX vs VMVIX Comparison
Open Charts HWMZX vs VMVIX
Hotchkis & Wiley Mid Cap Value Z
Price$61.44
Change+$0.69 (+1.14%)
VolumeN/A
Net Assets393.07M
Vanguard Mid-Cap Value Index Investor
Price$72.76
Change+$0.50 (+0.69%)
VolumeN/A
Net Assets33.17B
HWMZX vs VMVIX Comparison Chart in %
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HWMZX vs. VMVIX commentary
Jan 15, 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 HWMZX is a Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. HWMZX (393M). VMVIX pays higher dividends than HWMZX: VMVIX (1.98) vs HWMZX (1.60). 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 : 13.82 vs. HWMZX (10.33). HWMZX return over 5 years is better than : 80.26 vs. VMVIX (51.31).
| 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 | 5.440 | 4.226 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 33.2B | 1% |
| Annual Yield % from dividends | 1.60 | 1.98 | 81% |
| Returns for 1 year | 10.33 | 13.82 | 75% |
| Returns for 3 years | 30.00 | 30.70 | 98% |
| Returns for 5 years | 80.26 | 51.31 | 156% |
| Returns for 10 years | N/A | 142.01 | - |
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