Ad is loading...
HWVZX vs VISVX
HWVZX vs VISVX Comparison
Open Charts HWVZX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.14
Change-$0.25 (-2.02%)
VolumeN/A
Net Assets824.56M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
HWVZX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWVZX vs. VISVX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. HWVZX (825M). 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 : 9.96 vs. HWVZX (3.03). VISVX return over 5 years is better than : 47.46 vs. HWVZX (26.34).
| 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 | -1.461 | -0.316 | 463% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 825M | 60.2B | 1% |
| Annual Yield % from dividends | 1.49 | 1.90 | 79% |
| Returns for 1 year | 3.03 | 9.96 | 30% |
| Returns for 3 years | -6.99 | 17.90 | -39% |
| Returns for 5 years | 26.34 | 47.46 | 55% |
| Returns for 10 years | N/A | 90.10 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...