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HWVIX vs VISVX
HWVIX vs VISVX Comparison
Open Charts HWVIX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.12
Change-$0.13 (-1.06%)
VolumeN/A
Net Assets787.83M
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
HWVIX vs VISVX Comparison Chart in %
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HWVIX vs. VISVX commentary
Aug 17, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. HWVIX (788M). VISVX pays higher dividends than HWVIX: VISVX (1.95) vs HWVIX (0.88). 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 : 6.61 vs. HWVIX (-3.21). VISVX return over 5 years is better than : 76.46 vs. HWVIX (47.80).
| 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 | -1.703 | 2.657 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 56.4B | 1% |
| Annual Yield % from dividends | 0.88 | 1.95 | 45% |
| Returns for 1 year | -3.21 | 6.61 | -49% |
| Returns for 3 years | -8.72 | 19.23 | -45% |
| Returns for 5 years | 47.80 | 76.46 | 63% |
| Returns for 10 years | 38.44 | 99.26 | 39% |
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