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HWSAX vs VISVX
HWSAX vs VISVX Comparison
Open Charts HWSAX vs VISVX
Hotchkis & Wiley Small Cap Value A
Price$73.21
Change-$2.56 (-3.38%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
HWSAX vs VISVX Comparison Chart
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HWSAX vs. VISVX commentary
Dec 19, 2024
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 HWSAX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. HWSAX (855M). VISVX pays higher dividends than HWSAX: VISVX (1.90) vs HWSAX (0.46). HWSAX was incepted earlier than VISVX: HWSAX (24 years) vs VISVX (27 years). HWSAX is a more actively managed with annual turnover of: 42.00 vs. VISVX (16.00). HWSAX has a lower initial minimum investment than VISVX: HWSAX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 16.18 vs. HWSAX (2.69). VISVX return over 5 years is better than : 52.67 vs. HWSAX (44.30).
| HWSAX | VISVX | HWSAX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 0.682 | 14.945 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 855M | 63B | 1% |
| Annual Yield % from dividends | 0.46 | 1.90 | 24% |
| Returns for 1 year | 2.69 | 16.18 | 17% |
| Returns for 3 years | 11.02 | 20.58 | 54% |
| Returns for 5 years | 44.30 | 52.67 | 84% |
| Returns for 10 years | 31.77 | 105.07 | 30% |
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