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HWSIX vs VISVX
HWSIX vs VISVX Comparison
Open Charts HWSIX vs VISVX
Hotchkis & Wiley Small Cap Value I
Price$70.27
Change-$1.13 (-1.58%)
VolumeN/A
Net Assets740.05M
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
HWSIX vs VISVX Comparison Chart
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HWSIX vs. VISVX commentary
Jun 15, 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: 54B vs. HWSIX (740M). VISVX pays higher dividends than HWSIX: VISVX (2.11) vs HWSIX (1.10). 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 : 3.80 vs. HWSIX (-6.76). HWSIX return over 5 years is better than : 87.28 vs. VISVX (80.48).
| 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 | -5.500 | -4.331 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740M | 54B | 1% |
| Annual Yield % from dividends | 1.10 | 2.11 | 52% |
| Returns for 1 year | -6.76 | 3.80 | -178% |
| Returns for 3 years | 2.43 | 26.12 | 9% |
| Returns for 5 years | 87.28 | 80.48 | 108% |
| Returns for 10 years | 16.53 | 80.06 | 21% |
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