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HWSZX vs VISVX
HWSZX vs VISVX Comparison
Open Charts HWSZX vs VISVX
Hotchkis & Wiley Small Cap Value Z
Price$73.03
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets749.57M
Vanguard Small Cap Value Index I
Price$47.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets56.44B
HWSZX vs VISVX Comparison Chart in %
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HWSZX vs. VISVX commentary
Aug 08, 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 HWSZX is a Buy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. HWSZX (750M). VISVX pays higher dividends than HWSZX: VISVX (1.95) vs HWSZX (1.09). HWSZX was incepted earlier than VISVX: HWSZX (6 years) vs VISVX (27 years). HWSZX (0.86) is less costly to investors than VISVX (0.19). HWSZX is a more actively managed with annual turnover of: 45.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HWSZX: VISVX (3000) vs HWSZX (1000000). VISVX annual gain was more profitable for investors over the last year : 8.83 vs. HWSZX (-0.86). HWSZX return over 5 years is better than : 82.29 vs. VISVX (74.21).
| HWSZX | VISVX | HWSZX / VISVX | |
| Total Expense Ratio | 0.86 | 0.19 | 453% |
| Annual Report Gross Expense Ratio | 0.86 | 0.19 | 453% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | -1.641 | 0.231 | -709% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 750M | 56.4B | 1% |
| Annual Yield % from dividends | 1.09 | 1.95 | 56% |
| Returns for 1 year | -0.86 | 8.83 | -10% |
| Returns for 3 years | 2.14 | 22.14 | 10% |
| Returns for 5 years | 82.29 | 74.21 | 111% |
| Returns for 10 years | N/A | 94.10 | - |
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