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HWSAX vs VSIIX
HWSAX vs VSIIX Comparison
Open Charts HWSAX vs VSIIX
Hotchkis & Wiley Small Cap Value A
Price$75.09
Change+$0.40 (+0.54%)
VolumeN/A
Net Assets776.58M
Vanguard Small Cap Value Index I
Price$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
HWSAX vs VSIIX Comparison Chart in %
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HWSAX vs. VSIIX commentary
Jul 26, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. HWSAX (777M). VSIIX pays higher dividends than HWSAX: VSIIX (2.12) vs HWSAX (0.84). HWSAX was incepted earlier than VSIIX: HWSAX (25 years) vs VSIIX (26 years). HWSAX (1.20) is less costly to investors than VSIIX (0.06). HWSAX is a more actively managed with annual turnover of: 45.00 vs. VSIIX (16.00). HWSAX has a lower initial minimum investment than VSIIX: HWSAX (2500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 5.03 vs. HWSAX (-5.66). HWSAX return over 5 years is better than : 93.61 vs. VSIIX (88.04).
| HWSAX | VSIIX | HWSAX / VSIIX | |
| Total Expense Ratio | 1.20 | 0.06 | 2,000% |
| Annual Report Gross Expense Ratio | 1.20 | 0.06 | 2,000% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 1.192 | 2.356 | 51% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 55.6B | 1% |
| Annual Yield % from dividends | 0.84 | 2.12 | 40% |
| Returns for 1 year | -5.66 | 5.03 | -113% |
| Returns for 3 years | 7.97 | 30.39 | 26% |
| Returns for 5 years | 93.61 | 88.04 | 106% |
| Returns for 10 years | 32.69 | 101.81 | 32% |
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