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HWVAX vs VISVX
HWVAX vs VISVX Comparison
Open Charts HWVAX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val A
Price$10.98
Change-$0.35 (-3.09%)
VolumeN/A
Net Assets720.06M
Vanguard Small Cap Value Index I
Price$45.06
Change-$1.28 (-2.76%)
VolumeN/A
Net Assets51.69B
HWVAX vs VISVX Comparison Chart
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HWVAX vs. VISVX commentary
May 22, 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: 51.7B vs. HWVAX (720M). VISVX pays higher dividends than HWVAX: VISVX (2.21) vs HWVAX (0.76). 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 : 2.52 vs. HWVAX (-8.73). VISVX return over 5 years is better than : 95.46 vs. HWVAX (64.70).
| 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 | -7.283 | -2.372 | 307% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 51.7B | 1% |
| Annual Yield % from dividends | 0.76 | 2.21 | 34% |
| Returns for 1 year | -8.73 | 2.52 | -346% |
| Returns for 3 years | -6.60 | 23.69 | -28% |
| Returns for 5 years | 64.70 | 95.46 | 68% |
| Returns for 10 years | 19.03 | 83.12 | 23% |
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