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HWVIX vs VISVX
HWVIX vs VISVX Comparison
Open Charts HWVIX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.27
Change-$0.53 (-4.14%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
HWVIX vs VISVX Comparison Chart
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HWVIX vs. VISVX commentary
Dec 19, 2024
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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. HWVIX (901M). VISVX pays higher dividends than HWVIX: VISVX (1.90) vs HWVIX (1.46). HWVIX was incepted earlier than VISVX: HWVIX (10 years) vs VISVX (27 years). HWVIX is a more actively managed with annual turnover of: 52.00 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 : 16.18 vs. HWVIX (5.57). VISVX return over 5 years is better than : 52.67 vs. HWVIX (24.21).
| HWVIX | VISVX | HWVIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 3.118 | 14.945 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 63B | 1% |
| Annual Yield % from dividends | 1.46 | 1.90 | 77% |
| Returns for 1 year | 5.57 | 16.18 | 34% |
| Returns for 3 years | -0.39 | 20.58 | -2% |
| Returns for 5 years | 24.21 | 52.67 | 46% |
| Returns for 10 years | 40.41 | 105.07 | 38% |
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