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HWVIX vs VISVX
HWVIX vs VISVX Comparison
Open Charts HWVIX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val I
Price$13.06
Change-$0.20 (-1.51%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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HWVIX vs VISVX Comparison Chart
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HWVIX vs. VISVX commentary
Sep 21, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. HWVIX (888M). VISVX pays higher dividends than HWVIX: VISVX (1.90) vs HWVIX (1.46). HWVIX was incepted earlier than VISVX: HWVIX (10 years) vs VISVX (26 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 : 25.80 vs. HWVIX (8.72). VISVX return over 5 years is better than : 56.98 vs. HWVIX (35.02).
| HWVIX | VISVX | HWVIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 3.917 | 11.310 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 888M | 57.3B | 2% |
| Annual Yield % from dividends | 1.46 | 1.90 | 77% |
| Returns for 1 year | 8.72 | 25.80 | 34% |
| Returns for 3 years | -1.08 | 21.42 | -5% |
| Returns for 5 years | 35.02 | 56.98 | 61% |
| Returns for 10 years | 42.86 | 108.54 | 39% |
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