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HWSIX vs VISVX
HWSIX vs VISVX Comparison
Open Charts HWSIX vs VISVX
Hotchkis & Wiley Small Cap Value I
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets776.81M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
HWSIX vs VISVX Comparison Chart in %
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HWSIX vs. VISVX commentary
Jul 07, 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 Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. HWSIX (777M). VISVX pays higher dividends than HWSIX: VISVX (1.99) vs HWSIX (1.05). 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 : 11.64 vs. HWSIX (-0.97). HWSIX return over 5 years is better than : 104.58 vs. VISVX (94.00).
| 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 | 0.740 | 2.024 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 54B | 1% |
| Annual Yield % from dividends | 1.05 | 1.99 | 53% |
| Returns for 1 year | -0.97 | 11.64 | -8% |
| Returns for 3 years | 14.60 | 34.76 | 42% |
| Returns for 5 years | 104.58 | 94.00 | 111% |
| Returns for 10 years | 28.94 | 96.11 | 30% |
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