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HWSZX vs VISVX
HWSZX vs VISVX Comparison
Open Charts HWSZX vs VISVX
Hotchkis & Wiley Small Cap Value Z
Price$74.34
Change+$0.44 (+0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.54
Change+$0.15 (+0.32%)
VolumeN/A
CapitalizationN/A
HWSZX vs VISVX Comparison Chart
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HWSZX vs. VISVX commentary
Jan 02, 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 StrongBuy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. HWSZX (838M). VISVX pays higher dividends than HWSZX: VISVX (1.90) vs HWSZX (0.65). HWSZX was incepted earlier than VISVX: HWSZX (5 years) vs VISVX (27 years). HWSZX is a more actively managed with annual turnover of: 42.00 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 : 10.95 vs. HWSZX (-1.17). VISVX return over 5 years is better than : 48.06 vs. HWSZX (43.85).
| HWSZX | VISVX | HWSZX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 0.000 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 838M | 63B | 1% |
| Annual Yield % from dividends | 0.65 | 1.90 | 34% |
| Returns for 1 year | -1.17 | 10.95 | -11% |
| Returns for 3 years | 4.94 | 12.34 | 40% |
| Returns for 5 years | 43.85 | 48.06 | 91% |
| Returns for 10 years | N/A | 96.28 | - |
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