Interact to see
Advertisement
Advertisement
HWVZX vs VISVX
HWVZX vs VISVX Comparison
Open Charts HWVZX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$11.35
Change+$0.18 (+1.61%)
VolumeN/A
Net Assets701.23M
Vanguard Small Cap Value Index I
Price$46.00
Change+$0.56 (+1.23%)
VolumeN/A
Net Assets54.02B
HWVZX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWVZX vs. VISVX commentary
Jun 07, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. HWVZX (701M). VISVX pays higher dividends than HWVZX: VISVX (2.11) vs HWVZX (0.97). 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 : 2.98 vs. HWVZX (-7.31). VISVX return over 5 years is better than : 64.79 vs. HWVZX (34.80).
| 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 | -9.334 | -4.268 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 701M | 54B | 1% |
| Annual Yield % from dividends | 0.97 | 2.11 | 46% |
| Returns for 1 year | -7.31 | 2.98 | -245% |
| Returns for 3 years | -15.49 | 12.08 | -128% |
| Returns for 5 years | 34.80 | 64.79 | 54% |
| Returns for 10 years | N/A | 82.39 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers