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HWSAX vs VISVX
HWSAX vs VISVX Comparison
Open Charts HWSAX vs VISVX
Hotchkis & Wiley Small Cap Value A
Price$79.68
Change-$0.59 (-0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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HWSAX vs VISVX Comparison Chart
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HWSAX vs. VISVX commentary
Sep 21, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. HWSAX (827M). VISVX pays higher dividends than HWSAX: VISVX (1.90) vs HWSAX (0.46). HWSAX was incepted earlier than VISVX: HWSAX (24 years) vs VISVX (26 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 : 25.80 vs. HWSAX (15.60). VISVX (56.98) and HWSAX (54.91) have equivalent 5 years return.
| HWSAX | VISVX | HWSAX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 5.077 | 11.310 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 57.3B | 1% |
| Annual Yield % from dividends | 0.46 | 1.90 | 24% |
| Returns for 1 year | 15.60 | 25.80 | 60% |
| Returns for 3 years | 21.36 | 21.42 | 100% |
| Returns for 5 years | 54.91 | 56.98 | 96% |
| Returns for 10 years | 28.22 | 108.54 | 26% |
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