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HWVZX vs VISVX
HWVZX vs VISVX Comparison
Open Charts HWVZX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$11.04
Change+$0.28 (+2.60%)
VolumeN/A
Net Assets676.26M
Vanguard Small Cap Value Index I
Price$44.51
Change+$0.71 (+1.62%)
VolumeN/A
Net Assets51.69B
HWVZX vs VISVX Comparison Chart
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HWVZX vs. VISVX commentary
May 09, 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: 51.7B vs. HWVZX (676M). VISVX pays higher dividends than HWVZX: VISVX (2.21) vs HWVZX (1.02). 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 : -1.45 vs. HWVZX (-12.73). VISVX return over 5 years is better than : 85.28 vs. HWVZX (56.86).
| 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 | -12.662 | -7.723 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 51.7B | 1% |
| Annual Yield % from dividends | 1.02 | 2.21 | 46% |
| Returns for 1 year | -12.73 | -1.45 | 879% |
| Returns for 3 years | -11.72 | 15.99 | -73% |
| Returns for 5 years | 56.86 | 85.28 | 67% |
| Returns for 10 years | N/A | 75.47 | - |
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