Ad is loading...
HWSIX vs VISVX
HWSIX vs VISVX Comparison
Open Charts HWSIX vs VISVX
Hotchkis & Wiley Small Cap Value I
Price$74.94
Change-$1.82 (-2.37%)
VolumeN/A
Net Assets846.85M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
HWSIX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWSIX vs. VISVX commentary
Feb 23, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. HWSIX (847M). VISVX pays higher dividends than HWSIX: VISVX (1.90) vs HWSIX (0.57). HWSIX was incepted earlier than VISVX: HWSIX (39 years) vs VISVX (27 years). HWSIX is a more actively managed with annual turnover of: 42.00 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 : 9.96 vs. HWSIX (0.48). HWSIX return over 5 years is better than : 51.82 vs. VISVX (47.46).
| HWSIX | VISVX | HWSIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 27 years | - |
| Gain YTD | 0.780 | -0.316 | -247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 847M | 60.2B | 1% |
| Annual Yield % from dividends | 0.57 | 1.90 | 30% |
| Returns for 1 year | 0.48 | 9.96 | 5% |
| Returns for 3 years | 5.42 | 17.90 | 30% |
| Returns for 5 years | 51.82 | 47.46 | 109% |
| Returns for 10 years | 26.38 | 90.10 | 29% |
View a ticker or compare two or three
VS
VS
Ad is loading...