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HWVZX vs VISVX
HWVZX vs VISVX Comparison
Open Charts HWVZX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.74
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets822.34M
Vanguard Small Cap Value Index I
Price$50.14
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets56.44B
HWVZX vs VISVX Comparison Chart in %
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HWVZX vs. VISVX commentary
Aug 29, 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 HWVZX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. HWVZX (822M). VISVX pays higher dividends than HWVZX: VISVX (1.95) vs HWVZX (0.92). HWVZX was incepted earlier than VISVX: HWVZX (6 years) vs VISVX (27 years). HWVZX (0.76) is less costly to investors than VISVX (0.19). HWVZX is a more actively managed with annual turnover of: 54.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HWVZX: VISVX (3000) vs HWVZX (1000000). VISVX annual gain was more profitable for investors over the last year : 7.40 vs. HWVZX (-0.73). VISVX return over 5 years is better than : 82.46 vs. HWVZX (58.28).
| HWVZX | VISVX | HWVZX / VISVX | |
| Total Expense Ratio | 0.76 | 0.19 | 400% |
| Annual Report Gross Expense Ratio | 0.76 | 0.19 | 400% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 3.653 | 6.032 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 822M | 56.4B | 1% |
| Annual Yield % from dividends | 0.92 | 1.95 | 47% |
| Returns for 1 year | -0.73 | 7.40 | -10% |
| Returns for 3 years | 1.61 | 30.16 | 5% |
| Returns for 5 years | 58.28 | 82.46 | 71% |
| Returns for 10 years | N/A | 115.95 | - |
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