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HWSIX vs VISVX
HWSIX vs VISVX Comparison
Open Charts HWSIX vs VISVX
Hotchkis & Wiley Small Cap Value I
Price$82.96
Change-$0.69 (-0.82%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
HWSIX vs VISVX Comparison Chart
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HWSIX vs. VISVX commentary
Nov 18, 2024
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: 57.6B vs. HWSIX (856M). 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 : 28.71 vs. HWSIX (20.13). VISVX (57.32) and HWSIX (56.45) have equivalent 5 years return.
| 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 | 8.672 | 15.433 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 57.6B | 1% |
| Annual Yield % from dividends | 0.57 | 1.90 | 30% |
| Returns for 1 year | 20.13 | 28.71 | 70% |
| Returns for 3 years | 11.48 | 13.23 | 87% |
| Returns for 5 years | 56.45 | 57.32 | 98% |
| Returns for 10 years | 31.85 | 108.21 | 29% |
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