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HWSIX vs VISVX
HWSIX vs VISVX Comparison
Open Charts HWSIX vs VISVX
Hotchkis & Wiley Small Cap Value I
Price$75.22
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets769.78M
Vanguard Small Cap Value Index I
Price$48.88
Change+$0.19 (+0.39%)
VolumeN/A
Net Assets56.44B
HWSIX vs VISVX Comparison Chart in %
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HWSIX vs. VISVX commentary
Aug 20, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. HWSIX (770M). VISVX pays higher dividends than HWSIX: VISVX (1.95) vs HWSIX (1.02). 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 : 5.91 vs. HWSIX (-3.64). HWSIX return over 5 years is better than : 86.01 vs. VISVX (81.42).
| 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 | 1.157 | 3.100 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 56.4B | 1% |
| Annual Yield % from dividends | 1.02 | 1.95 | 52% |
| Returns for 1 year | -3.64 | 5.91 | -61% |
| Returns for 3 years | -0.12 | 22.32 | -1% |
| Returns for 5 years | 86.01 | 81.42 | 106% |
| Returns for 10 years | 42.07 | 110.67 | 38% |
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