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HWSAX vs VSIAX
HWSAX vs VSIAX Comparison
Open Charts HWSAX vs VSIAX
Hotchkis & Wiley Small Cap Value A
Price$66.78
Change-$0.30 (-0.45%)
VolumeN/A
Net Assets701.13M
Vanguard Small Cap Value Index Admiral
Price$80.37
Change-$0.30 (-0.37%)
VolumeN/A
Net Assets51.69B
HWSAX vs VSIAX Comparison Chart
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HWSAX vs. VSIAX commentary
May 25, 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 Buy and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. HWSAX (701M). VSIAX pays higher dividends than HWSAX: VSIAX (2.34) vs HWSAX (0.93). 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 : 1.47 vs. HWSAX (-12.13). HWSAX return over 5 years is better than : 97.43 vs. VSIAX (89.33).
| 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 | -9.118 | -5.480 | 166% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 701M | 51.7B | 1% |
| Annual Yield % from dividends | 0.93 | 2.34 | 40% |
| Returns for 1 year | -12.13 | 1.47 | -824% |
| Returns for 3 years | -5.70 | 19.22 | -30% |
| Returns for 5 years | 97.43 | 89.33 | 109% |
| Returns for 10 years | 11.27 | 79.70 | 14% |
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