Interact to see
Advertisement
Advertisement
HWVIX vs VISVX
HWVIX vs VISVX Comparison
Open Charts HWVIX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val I
Price$11.36
Change-$0.23 (-1.98%)
VolumeN/A
Net Assets724.46M
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
HWVIX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWVIX vs. VISVX commentary
Jun 15, 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 HWVIX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. HWVIX (724M). VISVX pays higher dividends than HWVIX: VISVX (2.11) vs HWVIX (0.92). HWVIX was incepted earlier than VISVX: HWVIX (11 years) vs VISVX (27 years). HWVIX (0.86) is less costly to investors than VISVX (0.19). HWVIX is a more actively managed with annual turnover of: 54.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HWVIX: VISVX (3000) vs HWVIX (250000). VISVX annual gain was more profitable for investors over the last year : 3.80 vs. HWVIX (-4.51). VISVX return over 5 years is better than : 80.48 vs. HWVIX (52.72).
| HWVIX | VISVX | HWVIX / VISVX | |
| Total Expense Ratio | 0.80 | 0.19 | 421% |
| Annual Report Gross Expense Ratio | 0.86 | 0.19 | 453% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | -7.867 | -4.331 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 54B | 1% |
| Annual Yield % from dividends | 0.92 | 2.11 | 44% |
| Returns for 1 year | -4.51 | 3.80 | -119% |
| Returns for 3 years | -4.91 | 26.12 | -19% |
| Returns for 5 years | 52.72 | 80.48 | 66% |
| Returns for 10 years | 20.81 | 80.06 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers