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HWSIX vs VISVX
HWSIX vs VISVX Comparison
Open Charts HWSIX vs VISVX
Hotchkis & Wiley Small Cap Value I
Price$76.78
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets871.92M
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
HWSIX vs VISVX Comparison Chart
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HWSIX vs. VISVX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. HWSIX (872M). 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 : 18.46 vs. HWSIX (6.15). VISVX return over 5 years is better than : 50.22 vs. HWSIX (46.84).
| 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 | 3.254 | 3.197 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 872M | 58.3B | 1% |
| Annual Yield % from dividends | 0.57 | 1.90 | 30% |
| Returns for 1 year | 6.15 | 18.46 | 33% |
| Returns for 3 years | 4.63 | 16.97 | 27% |
| Returns for 5 years | 46.84 | 50.22 | 93% |
| Returns for 10 years | 39.20 | 109.01 | 36% |
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