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HWVZX vs VISVX
HWVZX vs VISVX Comparison
Open Charts HWVZX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.56
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets875.67M
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
HWVZX vs VISVX Comparison Chart
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HWVZX vs. VISVX commentary
Jan 19, 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: 58.3B vs. HWVZX (876M). VISVX pays higher dividends than HWVZX: VISVX (1.90) vs HWVZX (1.49). HWVZX was incepted earlier than VISVX: HWVZX (5 years) vs VISVX (27 years). HWVZX is a more actively managed with annual turnover of: 52.00 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 : 18.46 vs. HWVZX (7.68). VISVX return over 5 years is better than : 50.22 vs. HWVZX (23.38).
| HWVZX | VISVX | HWVZX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 1.948 | 3.197 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 58.3B | 2% |
| Annual Yield % from dividends | 1.49 | 1.90 | 79% |
| Returns for 1 year | 7.68 | 18.46 | 42% |
| Returns for 3 years | -7.75 | 16.97 | -46% |
| Returns for 5 years | 23.38 | 50.22 | 47% |
| Returns for 10 years | N/A | 109.01 | - |
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