Ad is loading...
HWSAX vs VSIIX
HWSAX vs VSIIX Comparison
Open Charts HWSAX vs VSIIX
Hotchkis & Wiley Small Cap Value A
Price$61.49
Change+$0.84 (+1.38%)
VolumeN/A
Net Assets671.89M
Vanguard Small Cap Value Index I
Price$41.18
Change+$0.53 (+1.30%)
VolumeN/A
Net Assets53.62B
HWSAX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWSAX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. HWSAX (672M). VSIIX pays higher dividends than HWSAX: VSIIX (2.28) vs HWSAX (0.87). HWSAX was incepted earlier than VSIIX: HWSAX (25 years) vs VSIIX (25 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 : -7.70 vs. HWSAX (-21.78). HWSAX return over 5 years is better than : 82.12 vs. VSIIX (76.50).
| 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 | 25 years | - |
| Gain YTD | -17.830 | -14.477 | 123% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 672M | 53.6B | 1% |
| Annual Yield % from dividends | 0.87 | 2.28 | 38% |
| Returns for 1 year | -21.78 | -7.70 | 283% |
| Returns for 3 years | -19.12 | 0.29 | -6,699% |
| Returns for 5 years | 82.12 | 76.50 | 107% |
| Returns for 10 years | 0.86 | 61.10 | 1% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers