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HWSAX vs VISVX
HWSAX vs VISVX Comparison
Open Charts HWSAX vs VISVX
Hotchkis & Wiley Small Cap Value A
Price$73.27
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets719.58M
Vanguard Small Cap Value Index I
Price$49.36
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets59.14B
HWSAX vs VISVX Comparison Chart in %
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HWSAX vs. VISVX commentary
Oct 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. HWSAX (720M). VISVX pays higher dividends than HWSAX: VISVX (1.88) vs HWSAX (0.79). 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 : 0.97 vs. HWSAX (-9.28). HWSAX (77.08) and VISVX (75.74) have equivalent 5 years return.
| 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 | -0.732 | 4.208 | -17% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 59.1B | 1% |
| Annual Yield % from dividends | 0.79 | 1.88 | 42% |
| Returns for 1 year | -9.28 | 0.97 | -956% |
| Returns for 3 years | 3.72 | 36.12 | 10% |
| Returns for 5 years | 77.08 | 75.74 | 102% |
| Returns for 10 years | 31.88 | 108.98 | 29% |
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