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HWSAX vs VISVX
HWSAX vs VISVX Comparison
Open Charts HWSAX vs VISVX
Hotchkis & Wiley Small Cap Value A
Price$74.27
Change+$0.44 (+0.60%)
VolumeN/A
Net Assets776.81M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
HWSAX vs VISVX Comparison Chart in %
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HWSAX vs. VISVX commentary
Jul 06, 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 HWSAX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. HWSAX (777M). VISVX pays higher dividends than HWSAX: VISVX (1.99) vs HWSAX (0.84). HWSAX was incepted earlier than VISVX: HWSAX (25 years) vs VISVX (27 years). HWSAX (1.20) is less costly to investors than VISVX (0.19). HWSAX is a more actively managed with annual turnover of: 45.00 vs. VISVX (16.00). HWSAX has a lower initial minimum investment than VISVX: HWSAX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. HWSAX (-1.23). HWSAX return over 5 years is better than : 102.54 vs. VISVX (94.00).
| HWSAX | VISVX | HWSAX / VISVX | |
| Total Expense Ratio | 1.20 | 0.19 | 632% |
| Annual Report Gross Expense Ratio | 1.20 | 0.19 | 632% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 0.623 | 2.024 | 31% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 54B | 1% |
| Annual Yield % from dividends | 0.84 | 1.99 | 42% |
| Returns for 1 year | -1.23 | 11.64 | -11% |
| Returns for 3 years | 12.39 | 34.76 | 36% |
| Returns for 5 years | 102.54 | 94.00 | 109% |
| Returns for 10 years | 26.47 | 96.11 | 28% |
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