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HWSIX vs VISVX
HWSIX vs VISVX Comparison
Open Charts HWSIX vs VISVX
Hotchkis & Wiley Small Cap Value I
Price$75.75
Change+$0.41 (+0.54%)
VolumeN/A
Net Assets779.04M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
HWSIX vs VISVX Comparison Chart in %
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HWSIX vs. VISVX commentary
Jul 27, 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 HWSIX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. HWSIX (779M). VISVX pays higher dividends than HWSIX: VISVX (1.99) vs HWSIX (1.05). HWSIX was incepted earlier than VISVX: HWSIX (40 years) vs VISVX (27 years). HWSIX (1.05) is less costly to investors than VISVX (0.19). HWSIX is a more actively managed with annual turnover of: 45.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HWSIX: VISVX (3000) vs HWSIX (250000). VISVX annual gain was more profitable for investors over the last year : 5.54 vs. HWSIX (-4.90). HWSIX return over 5 years is better than : 96.64 vs. VISVX (88.78).
| HWSIX | VISVX | HWSIX / VISVX | |
| Total Expense Ratio | 0.97 | 0.19 | 511% |
| Annual Report Gross Expense Ratio | 1.05 | 0.19 | 553% |
| Fund Existence | 40 years | 27 years | - |
| Gain YTD | 1.869 | 2.868 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 779M | 55.6B | 1% |
| Annual Yield % from dividends | 1.05 | 1.99 | 53% |
| Returns for 1 year | -4.90 | 5.54 | -88% |
| Returns for 3 years | 9.27 | 30.99 | 30% |
| Returns for 5 years | 96.64 | 88.78 | 109% |
| Returns for 10 years | 36.01 | 102.36 | 35% |
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