Ad is loading...
HWVAX vs VISVX
HWVAX vs VISVX Comparison
Open Charts HWVAX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val A
Price$10.56
Change+$0.17 (+1.64%)
VolumeN/A
Net Assets670.49M
Vanguard Small Cap Value Index I
Price$43.10
Change+$0.83 (+1.96%)
VolumeN/A
Net Assets53.62B
HWVAX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWVAX vs. VISVX commentary
Apr 25, 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 HWVAX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. HWVAX (670M). VISVX pays higher dividends than HWVAX: VISVX (2.14) vs HWVAX (0.71). HWVAX was incepted earlier than VISVX: HWVAX (11 years) vs VISVX (27 years). HWVAX (1.12) is less costly to investors than VISVX (0.19). HWVAX is a more actively managed with annual turnover of: 54.00 vs. VISVX (16.00). HWVAX has a lower initial minimum investment than VISVX: HWVAX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -3.13 vs. HWVAX (-13.46). VISVX return over 5 years is better than : 92.39 vs. HWVAX (64.08).
| HWVAX | VISVX | HWVAX / VISVX | |
| Total Expense Ratio | 1.05 | 0.19 | 553% |
| Annual Report Gross Expense Ratio | 1.12 | 0.19 | 589% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | -14.975 | -10.946 | 137% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 670M | 53.6B | 1% |
| Annual Yield % from dividends | 0.71 | 2.14 | 33% |
| Returns for 1 year | -13.46 | -3.13 | 430% |
| Returns for 3 years | -18.48 | 4.70 | -394% |
| Returns for 5 years | 64.08 | 92.39 | 69% |
| Returns for 10 years | 9.04 | 68.31 | 13% |
View a ticker or compare two or three
VS
VS
Ad is loading...