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HWSIX vs VISVX
HWSIX vs VISVX Comparison
Open Charts HWSIX vs VISVX
Hotchkis & Wiley Small Cap Value I
Price$77.19
Change+$0.81 (+1.06%)
VolumeN/A
Net Assets760.51M
Vanguard Small Cap Value Index I
Price$50.20
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
HWSIX vs VISVX Comparison Chart in %
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HWSIX vs. VISVX commentary
Sep 28, 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 HWSIX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. HWSIX (761M). VISVX pays higher dividends than HWSIX: VISVX (1.86) vs HWSIX (0.98). HWSIX was incepted earlier than VISVX: HWSIX (40 years) vs VISVX (27 years). HWSIX (1.05) is less costly to investors than VISVX (0.19). HWSIX is a more actively managed with annual turnover of: 45.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HWSIX: VISVX (3000) vs HWSIX (250000). VISVX annual gain was more profitable for investors over the last year : 5.25 vs. HWSIX (-3.01). HWSIX return over 5 years is better than : 107.61 vs. VISVX (96.62).
| HWSIX | VISVX | HWSIX / VISVX | |
| Total Expense Ratio | 0.97 | 0.19 | 511% |
| Annual Report Gross Expense Ratio | 1.05 | 0.19 | 553% |
| Fund Existence | 40 years | 27 years | - |
| Gain YTD | 3.806 | 5.884 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 761M | 59.2B | 1% |
| Annual Yield % from dividends | 0.98 | 1.86 | 53% |
| Returns for 1 year | -3.01 | 5.25 | -57% |
| Returns for 3 years | 20.04 | 47.78 | 42% |
| Returns for 5 years | 107.61 | 96.62 | 111% |
| Returns for 10 years | 51.78 | 128.55 | 40% |