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HWVZX vs VISVX
HWVZX vs VISVX Comparison
Open Charts HWVZX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.79
Change-$0.17 (-1.31%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.62 (-1.24%)
VolumeN/A
CapitalizationN/A
HWVZX vs VISVX Comparison Chart
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HWVZX vs. VISVX commentary
Dec 18, 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 HWVZX is a StrongBuy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. HWVZX (925M). 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 : 16.18 vs. HWVZX (5.61). VISVX return over 5 years is better than : 52.67 vs. HWVZX (24.25).
| 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 | 3.159 | 14.945 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 925M | 63B | 1% |
| Annual Yield % from dividends | 1.49 | 1.90 | 79% |
| Returns for 1 year | 5.61 | 16.18 | 35% |
| Returns for 3 years | -0.31 | 20.58 | -1% |
| Returns for 5 years | 24.25 | 52.67 | 46% |
| Returns for 10 years | N/A | 105.07 | - |
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