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HWSAX vs VISVX
HWSAX vs VISVX Comparison
Open Charts HWSAX vs VISVX
Hotchkis & Wiley Small Cap Value A
Price$75.09
Change+$0.40 (+0.54%)
VolumeN/A
Net Assets776.58M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
HWSAX vs VISVX Comparison Chart in %
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HWSAX vs. VISVX commentary
Jul 26, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. HWSAX (777M). VISVX pays higher dividends than HWSAX: VISVX (1.99) vs HWSAX (0.84). HWSAX was incepted earlier than VISVX: HWSAX (25 years) vs VISVX (27 years). HWSAX (1.20) is less costly to investors than VISVX (0.19). HWSAX is a more actively managed with annual turnover of: 45.00 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 : 5.00 vs. HWSAX (-5.66). HWSAX return over 5 years is better than : 93.61 vs. VISVX (87.81).
| 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 | 27 years | - |
| Gain YTD | 1.192 | 2.341 | 51% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 55.6B | 1% |
| Annual Yield % from dividends | 0.84 | 1.99 | 42% |
| Returns for 1 year | -5.66 | 5.00 | -113% |
| Returns for 3 years | 7.97 | 30.32 | 26% |
| Returns for 5 years | 93.61 | 87.81 | 107% |
| Returns for 10 years | 32.69 | 101.32 | 32% |