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HWSCX vs VISVX
HWSCX vs VISVX Comparison
Open Charts HWSCX vs VISVX
Hotchkis & Wiley Small Cap Value C
Price$56.61
Change+$0.13 (+0.23%)
VolumeN/A
Net Assets869.27M
Vanguard Small Cap Value Index I
Price$49.53
Change+$0.06 (+0.12%)
VolumeN/A
Net Assets58.32B
HWSCX vs VISVX Comparison Chart
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HWSCX vs. VISVX commentary
Jan 25, 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 HWSCX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. HWSCX (869M). VISVX pays higher dividends than HWSCX: VISVX (1.90) vs HWSCX (0.41). HWSCX was incepted earlier than VISVX: HWSCX (23 years) vs VISVX (27 years). HWSCX is a more actively managed with annual turnover of: 42.00 vs. VISVX (16.00). HWSCX has a lower initial minimum investment than VISVX: HWSCX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 18.09 vs. HWSCX (1.55). VISVX return over 5 years is better than : 54.50 vs. HWSCX (37.44).
| HWSCX | VISVX | HWSCX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 3.853 | 4.186 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 58.3B | 1% |
| Annual Yield % from dividends | 0.41 | 1.90 | 22% |
| Returns for 1 year | 1.55 | 18.09 | 9% |
| Returns for 3 years | 1.00 | 22.53 | 4% |
| Returns for 5 years | 37.44 | 54.50 | 69% |
| Returns for 10 years | 11.95 | 105.15 | 11% |
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