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HWSIX vs VISVX
HWSIX vs VISVX Comparison
Open Charts HWSIX vs VISVX
Hotchkis & Wiley Small Cap Value I
Price$79.50
Change+$0.57 (+0.72%)
VolumeN/A
Net Assets667.73M
Vanguard Small Cap Value Index I
Price$53.52
Change+$0.30 (+0.56%)
VolumeN/A
Net Assets59.85B
HWSIX vs VISVX Comparison Chart in %
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HWSIX vs. VISVX commentary
Jan 15, 2026
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: 59.8B vs. HWSIX (668M). VISVX pays higher dividends than HWSIX: VISVX (1.84) vs HWSIX (1.01). HWSIX was incepted earlier than VISVX: HWSIX (40 years) vs VISVX (28 years). HWSIX (1.06) is less costly to investors than VISVX (0.19). HWSIX is a more actively managed with annual turnover of: 41.00 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 : 12.23 vs. HWSIX (6.50). VISVX return over 5 years is better than : 51.12 vs. HWSIX (39.55).
| HWSIX | VISVX | HWSIX / VISVX | |
| Total Expense Ratio | 0.99 | 0.19 | 521% |
| Annual Report Gross Expense Ratio | 1.06 | 0.19 | 558% |
| Fund Existence | 40 years | 28 years | - |
| Gain YTD | 6.269 | 5.354 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 668M | 59.8B | 1% |
| Annual Yield % from dividends | 1.01 | 1.84 | 55% |
| Returns for 1 year | 6.50 | 12.23 | 53% |
| Returns for 3 years | 14.68 | 34.31 | 43% |
| Returns for 5 years | 39.55 | 51.12 | 77% |
| Returns for 10 years | 92.10 | 161.21 | 57% |
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