Interact to see
Advertisement
Advertisement
HWSAX vs VISVX
HWSAX vs VISVX Comparison
Open Charts HWSAX vs VISVX
Hotchkis & Wiley Small Cap Value A
Price$70.83
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets664M
Vanguard Small Cap Value Index I
Price$48.35
Change-$0.09 (-0.19%)
VolumeN/A
Net Assets58.35B
HWSAX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWSAX vs. VISVX commentary
Nov 20, 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 HWSAX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. HWSAX (664M). VISVX pays higher dividends than HWSAX: VISVX (1.90) vs HWSAX (0.83). HWSAX was incepted earlier than VISVX: HWSAX (25 years) vs VISVX (28 years). HWSAX (1.20) is less costly to investors than VISVX (0.19). HWSAX is a more actively managed with annual turnover of: 41.00 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 : -1.93 vs. HWSAX (-12.87). VISVX return over 5 years is better than : 55.92 vs. HWSAX (46.54).
| HWSAX | VISVX | HWSAX / VISVX | |
| Total Expense Ratio | 1.20 | 0.19 | 632% |
| Annual Report Gross Expense Ratio | 1.20 | 0.19 | 632% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | -4.051 | 2.266 | -179% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 58.3B | 1% |
| Annual Yield % from dividends | 0.83 | 1.90 | 43% |
| Returns for 1 year | -12.87 | -1.93 | 667% |
| Returns for 3 years | -7.25 | 24.30 | -30% |
| Returns for 5 years | 46.54 | 55.92 | 83% |
| Returns for 10 years | 28.30 | 104.09 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers