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HWVIX vs VISVX
HWVIX vs VISVX Comparison
Open Charts HWVIX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val I
Price$10.62
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets669.32M
Vanguard Small Cap Value Index I
Price$42.94
Change-$0.16 (-0.37%)
VolumeN/A
Net Assets53.62B
HWVIX vs VISVX Comparison Chart
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HWVIX vs. VISVX commentary
Apr 27, 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: 53.6B vs. HWVIX (669M). VISVX pays higher dividends than HWVIX: VISVX (2.14) vs HWVIX (0.91). 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 : -0.94 vs. HWVIX (-11.25). VISVX return over 5 years is better than : 95.44 vs. HWVIX (67.93).
| 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 | -13.869 | -9.535 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 669M | 53.6B | 1% |
| Annual Yield % from dividends | 0.91 | 2.14 | 43% |
| Returns for 1 year | -11.25 | -0.94 | 1,191% |
| Returns for 3 years | -14.71 | 9.21 | -160% |
| Returns for 5 years | 67.93 | 95.44 | 71% |
| Returns for 10 years | 11.84 | 69.94 | 17% |
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