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HWVIX vs VISVX
HWVIX vs VISVX Comparison
Open Charts HWVIX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val I
Price$11.47
Change+$0.12 (+1.06%)
VolumeN/A
Net Assets711.45M
Vanguard Small Cap Value Index I
Price$46.17
Change+$0.17 (+0.37%)
VolumeN/A
Net Assets54.02B
HWVIX vs VISVX Comparison Chart
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HWVIX vs. VISVX commentary
Jun 11, 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 HWVIX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. HWVIX (711M). VISVX pays higher dividends than HWVIX: VISVX (2.11) vs HWVIX (0.92). HWVIX was incepted earlier than VISVX: HWVIX (11 years) vs VISVX (27 years). HWVIX (0.86) is less costly to investors than VISVX (0.19). HWVIX is a more actively managed with annual turnover of: 54.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HWVIX: VISVX (3000) vs HWVIX (250000). VISVX annual gain was more profitable for investors over the last year : 5.08 vs. HWVIX (-5.15). VISVX return over 5 years is better than : 73.04 vs. HWVIX (43.23).
| HWVIX | VISVX | HWVIX / VISVX | |
| Total Expense Ratio | 0.80 | 0.19 | 421% |
| Annual Report Gross Expense Ratio | 0.86 | 0.19 | 453% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | -7.948 | -3.088 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 54B | 1% |
| Annual Yield % from dividends | 0.92 | 2.11 | 44% |
| Returns for 1 year | -5.15 | 5.08 | -101% |
| Returns for 3 years | -9.06 | 21.34 | -42% |
| Returns for 5 years | 43.23 | 73.04 | 59% |
| Returns for 10 years | 20.58 | 82.47 | 25% |
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