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HWSZX vs VISVX
HWSZX vs VISVX Comparison
Open Charts HWSZX vs VISVX
Hotchkis & Wiley Small Cap Value Z
Price$77.50
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets791.78M
Vanguard Small Cap Value Index I
Price$50.57
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
HWSZX vs VISVX Comparison Chart in %
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HWSZX vs. VISVX commentary
Sep 09, 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 HWSZX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. HWSZX (792M). VISVX pays higher dividends than HWSZX: VISVX (1.86) vs HWSZX (1.04). HWSZX was incepted earlier than VISVX: HWSZX (6 years) vs VISVX (27 years). HWSZX (0.86) is less costly to investors than VISVX (0.19). HWSZX is a more actively managed with annual turnover of: 45.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HWSZX: VISVX (3000) vs HWSZX (1000000). VISVX annual gain was more profitable for investors over the last year : 10.19 vs. HWSZX (0.71). HWSZX (90.29) and VISVX (86.20) have equivalent 5 years return.
| HWSZX | VISVX | HWSZX / VISVX | |
| Total Expense Ratio | 0.86 | 0.19 | 453% |
| Annual Report Gross Expense Ratio | 0.86 | 0.19 | 453% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 4.533 | 6.665 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 59.2B | 1% |
| Annual Yield % from dividends | 1.04 | 1.86 | 56% |
| Returns for 1 year | 0.71 | 10.19 | 7% |
| Returns for 3 years | 10.40 | 36.58 | 28% |
| Returns for 5 years | 90.29 | 86.20 | 105% |
| Returns for 10 years | N/A | 117.42 | - |
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