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HWVAX vs VISVX
HWVAX vs VISVX Comparison
Open Charts HWVAX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.49
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets816.71M
Vanguard Small Cap Value Index I
Price$50.20
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
HWVAX vs VISVX Comparison Chart in %
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HWVAX vs. VISVX commentary
Sep 29, 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 HWVAX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. HWVAX (817M). VISVX pays higher dividends than HWVAX: VISVX (1.86) vs HWVAX (0.64). HWVAX was incepted earlier than VISVX: HWVAX (11 years) vs VISVX (27 years). HWVAX (1.12) is less costly to investors than VISVX (0.19). HWVAX is a more actively managed with annual turnover of: 54.00 vs. VISVX (16.00). HWVAX has a lower initial minimum investment than VISVX: HWVAX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 5.25 vs. HWVAX (-1.60). VISVX return over 5 years is better than : 96.62 vs. HWVAX (69.28).
| HWVAX | VISVX | HWVAX / VISVX | |
| Total Expense Ratio | 1.05 | 0.19 | 553% |
| Annual Report Gross Expense Ratio | 1.12 | 0.19 | 589% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 2.209 | 5.884 | 38% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 59.2B | 1% |
| Annual Yield % from dividends | 0.64 | 1.86 | 34% |
| Returns for 1 year | -1.60 | 5.25 | -30% |
| Returns for 3 years | 14.05 | 47.78 | 29% |
| Returns for 5 years | 69.28 | 96.62 | 72% |
| Returns for 10 years | 53.18 | 128.55 | 41% |
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