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HWSAX vs VSIAX
HWSAX vs VSIAX Comparison
Open Charts HWSAX vs VSIAX
Hotchkis & Wiley Small Cap Value A
Price$61.49
Change+$0.84 (+1.38%)
VolumeN/A
Net Assets671.89M
Vanguard Small Cap Value Index Admiral
Price$73.67
Change+$0.95 (+1.31%)
VolumeN/A
Net Assets53.62B
HWSAX vs VSIAX Comparison Chart
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HWSAX vs. VSIAX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. HWSAX (672M). VSIAX pays higher dividends than HWSAX: VSIAX (2.27) vs HWSAX (0.87). HWSAX was incepted earlier than VSIAX: HWSAX (25 years) vs VSIAX (14 years). HWSAX (1.20) is less costly to investors than VSIAX (0.07). HWSAX is a more actively managed with annual turnover of: 45.00 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 : -7.70 vs. HWSAX (-21.78). HWSAX return over 5 years is better than : 82.12 vs. VSIAX (76.44).
| HWSAX | VSIAX | HWSAX / VSIAX | |
| Total Expense Ratio | 1.20 | 0.07 | 1,714% |
| Annual Report Gross Expense Ratio | 1.20 | 0.07 | 1,714% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -17.830 | -14.477 | 123% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 672M | 53.6B | 1% |
| Annual Yield % from dividends | 0.87 | 2.27 | 38% |
| Returns for 1 year | -21.78 | -7.70 | 283% |
| Returns for 3 years | -19.12 | 0.27 | -7,062% |
| Returns for 5 years | 82.12 | 76.44 | 107% |
| Returns for 10 years | 0.86 | 61.05 | 1% |
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