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HWVZX vs VISVX
HWVZX vs VISVX Comparison
Open Charts HWVZX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$10.28
Change+$0.12 (+1.18%)
VolumeN/A
Net Assets657.34M
Vanguard Small Cap Value Index I
Price$41.54
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets53.62B
HWVZX vs VISVX Comparison Chart
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HWVZX vs. VISVX commentary
Apr 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: 53.6B vs. HWVZX (657M). VISVX pays higher dividends than HWVZX: VISVX (2.14) vs HWVZX (0.95). 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 : -2.91 vs. HWVZX (-12.23). VISVX return over 5 years is better than : 84.20 vs. HWVZX (61.07).
| 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 | -17.532 | -13.327 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 657M | 53.6B | 1% |
| Annual Yield % from dividends | 0.95 | 2.14 | 45% |
| Returns for 1 year | -12.23 | -2.91 | 419% |
| Returns for 3 years | -21.93 | 0.35 | -6,212% |
| Returns for 5 years | 61.07 | 84.20 | 73% |
| Returns for 10 years | N/A | 63.06 | - |
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