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HWVZX vs VISVX
HWVZX vs VISVX Comparison
Open Charts HWVZX vs VISVX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.27
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets772.22M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
HWVZX vs VISVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. HWVZX (772M). 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 : 11.64 vs. HWVZX (2.49). VISVX return over 5 years is better than : 94.00 vs. HWVZX (68.15).
| 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 | -0.406 | 2.024 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 54B | 1% |
| Annual Yield % from dividends | 0.93 | 1.99 | 47% |
| Returns for 1 year | 2.49 | 11.64 | 21% |
| Returns for 3 years | 4.93 | 34.76 | 14% |
| Returns for 5 years | 68.15 | 94.00 | 72% |
| Returns for 10 years | N/A | 96.11 | - |
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