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HWSAX vs VSIAX
HWSAX vs VSIAX Comparison
Open Charts HWSAX vs VSIAX
Hotchkis & Wiley Small Cap Value A
Price$74.36
Change-$1.81 (-2.38%)
VolumeN/A
Net Assets846.85M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
HWSAX vs VSIAX Comparison Chart
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HWSAX vs. VSIAX commentary
Feb 23, 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 HWSAX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. HWSAX (847M). VSIAX pays higher dividends than HWSAX: VSIAX (2.01) vs HWSAX (0.46). HWSAX was incepted earlier than VSIAX: HWSAX (24 years) vs VSIAX (13 years). HWSAX is a more actively managed with annual turnover of: 42.00 vs. VSIAX (16.00). HWSAX has a lower initial minimum investment than VSIAX: HWSAX (2500) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 9.98 vs. HWSAX (0.22). HWSAX return over 5 years is better than : 50.34 vs. VSIAX (47.61).
| HWSAX | VSIAX | HWSAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 0.745 | -0.294 | -254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 847M | 60.2B | 1% |
| Annual Yield % from dividends | 0.46 | 2.01 | 23% |
| Returns for 1 year | 0.22 | 9.98 | 2% |
| Returns for 3 years | 4.75 | 17.97 | 26% |
| Returns for 5 years | 50.34 | 47.61 | 106% |
| Returns for 10 years | 23.94 | 90.53 | 26% |
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