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HWSZX vs VISVX
HWSZX vs VISVX Comparison
Open Charts HWSZX vs VISVX
Hotchkis & Wiley Small Cap Value Z
Price$75.80
Change+$0.41 (+0.54%)
VolumeN/A
Net Assets779.04M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
HWSZX vs VISVX Comparison Chart in %
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HWSZX vs. VISVX commentary
Jul 27, 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 Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. HWSZX (779M). VISVX pays higher dividends than HWSZX: VISVX (1.99) vs HWSZX (1.12). 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 : 5.54 vs. HWSZX (-4.81). HWSZX return over 5 years is better than : 97.70 vs. VISVX (88.78).
| 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 | 1.964 | 2.868 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 779M | 55.6B | 1% |
| Annual Yield % from dividends | 1.12 | 1.99 | 56% |
| Returns for 1 year | -4.81 | 5.54 | -87% |
| Returns for 3 years | 9.43 | 30.99 | 30% |
| Returns for 5 years | 97.70 | 88.78 | 110% |
| Returns for 10 years | N/A | 102.36 | - |
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