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HWSAX vs VSIIX
HWSAX vs VSIIX Comparison
Open Charts HWSAX vs VSIIX
Hotchkis & Wiley Small Cap Value A
Price$82.25
Change-$0.68 (-0.82%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
HWSAX vs VSIIX Comparison Chart
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HWSAX vs. VSIIX commentary
Nov 18, 2024
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: 57.6B vs. HWSAX (856M). VSIIX pays higher dividends than HWSAX: VSIIX (2.02) vs HWSAX (0.46). HWSAX was incepted earlier than VSIIX: HWSAX (24 years) vs VSIIX (25 years). HWSAX is a more actively managed with annual turnover of: 42.00 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 : 28.76 vs. HWSAX (19.86). VSIIX (57.48) and HWSAX (54.97) have equivalent 5 years return.
| HWSAX | VSIIX | HWSAX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 8.466 | 15.492 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 57.6B | 1% |
| Annual Yield % from dividends | 0.46 | 2.02 | 23% |
| Returns for 1 year | 19.86 | 28.76 | 69% |
| Returns for 3 years | 10.85 | 13.30 | 82% |
| Returns for 5 years | 54.97 | 57.48 | 96% |
| Returns for 10 years | 29.30 | 108.84 | 27% |
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