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HWSAX vs VISVX
HWSAX vs VISVX Comparison
Open Charts HWSAX vs VISVX
Hotchkis & Wiley Small Cap Value A
Price$61.49
Change+$0.84 (+1.38%)
VolumeN/A
Net Assets671.89M
Vanguard Small Cap Value Index I
Price$41.12
Change+$0.53 (+1.31%)
VolumeN/A
Net Assets53.62B
HWSAX vs VISVX Comparison Chart
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HWSAX vs. VISVX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. HWSAX (672M). VISVX pays higher dividends than HWSAX: VISVX (2.14) vs HWSAX (0.87). 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 : -7.72 vs. HWSAX (-21.78). HWSAX return over 5 years is better than : 82.12 vs. VISVX (76.32).
| 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 | -17.830 | -14.486 | 123% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 672M | 53.6B | 1% |
| Annual Yield % from dividends | 0.87 | 2.14 | 41% |
| Returns for 1 year | -21.78 | -7.72 | 282% |
| Returns for 3 years | -19.12 | 0.22 | -8,830% |
| Returns for 5 years | 82.12 | 76.32 | 108% |
| Returns for 10 years | 0.86 | 60.70 | 1% |
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