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HWVZX vs VISVX
HWVZX vs VISVX Comparison
Open Charts HWVZX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.10
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets785.69M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
HWVZX vs VISVX Comparison Chart in %
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HWVZX 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 HWVZX is a StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. HWVZX (786M). VISVX pays higher dividends than HWVZX: VISVX (1.99) vs HWVZX (0.93). HWVZX was incepted earlier than VISVX: HWVZX (6 years) vs VISVX (27 years). HWVZX (0.76) is less costly to investors than VISVX (0.19). HWVZX is a more actively managed with annual turnover of: 54.00 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 : 5.54 vs. HWVZX (-8.89). VISVX return over 5 years is better than : 88.78 vs. HWVZX (60.38).
| HWVZX | VISVX | HWVZX / VISVX | |
| Total Expense Ratio | 0.76 | 0.19 | 400% |
| Annual Report Gross Expense Ratio | 0.76 | 0.19 | 400% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | -1.786 | 2.868 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 55.6B | 1% |
| Annual Yield % from dividends | 0.93 | 1.99 | 47% |
| Returns for 1 year | -8.89 | 5.54 | -161% |
| Returns for 3 years | -0.33 | 30.99 | -1% |
| Returns for 5 years | 60.38 | 88.78 | 68% |
| Returns for 10 years | N/A | 102.36 | - |
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