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HWVZX vs VISVX
HWVZX vs VISVX Comparison
Open Charts HWVZX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$13.00
Change+$0.10 (+0.78%)
VolumeN/A
Net Assets842.92M
Vanguard Small Cap Value Index I
Price$52.29
Change+$0.55 (+1.06%)
VolumeN/A
Net Assets59.64B
HWVZX vs VISVX Comparison Chart in %
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HWVZX vs. VISVX commentary
Dec 13, 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 HWVZX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. HWVZX (843M). VISVX pays higher dividends than HWVZX: VISVX (1.86) vs HWVZX (0.86). HWVZX was incepted earlier than VISVX: HWVZX (6 years) vs VISVX (28 years). HWVZX (0.78) is less costly to investors than VISVX (0.19). HWVZX is a more actively managed with annual turnover of: 60.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HWVZX: VISVX (3000) vs HWVZX (1000000). VISVX annual gain was more profitable for investors over the last year : 3.65 vs. HWVZX (-1.44). VISVX return over 5 years is better than : 58.60 vs. HWVZX (27.33).
| HWVZX | VISVX | HWVZX / VISVX | |
| Total Expense Ratio | 0.78 | 0.19 | 411% |
| Annual Report Gross Expense Ratio | 0.78 | 0.19 | 411% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 5.519 | 10.394 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 843M | 59.6B | 1% |
| Annual Yield % from dividends | 0.86 | 1.86 | 46% |
| Returns for 1 year | -1.44 | 3.65 | -39% |
| Returns for 3 years | 11.49 | 35.10 | 33% |
| Returns for 5 years | 27.33 | 58.60 | 47% |
| Returns for 10 years | N/A | 132.80 | - |
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