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$12.01
Change+$0.12 (+1.01%)
VolumeN/A
Net Assets773.05M
Vanguard Small Cap Value Index I
Price$48.12
Change+$0.52 (+1.09%)
VolumeN/A
Net Assets55.61B
HWVZX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWVZX vs. VISVX commentary
Jul 18, 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: 55.6B vs. HWVZX (773M). VISVX pays higher dividends than HWVZX: VISVX (1.99) vs HWVZX (0.93). 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 : 2.35 vs. HWVZX (-10.27). VISVX return over 5 years is better than : 85.52 vs. HWVZX (58.20).
| 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 | -3.490 | 0.400 | -872% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 55.6B | 1% |
| Annual Yield % from dividends | 0.93 | 1.99 | 47% |
| Returns for 1 year | -10.27 | 2.35 | -438% |
| Returns for 3 years | 1.93 | 33.02 | 6% |
| Returns for 5 years | 58.20 | 85.52 | 68% |
| Returns for 10 years | N/A | 92.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement