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HWSCX vs VSIIX
HWSCX vs VSIIX Comparison
Open Charts HWSCX vs VSIIX
Hotchkis & Wiley Small Cap Value C
Price$49.39
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets699.31M
Vanguard Small Cap Value Index I
Price$45.09
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets51.69B
HWSCX vs VSIIX Comparison Chart
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HWSCX vs. VSIIX commentary
May 23, 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 HWSCX is a Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. HWSCX (699M). VSIIX pays higher dividends than HWSCX: VSIIX (2.35) vs HWSCX (0.79). HWSCX was incepted earlier than VSIIX: HWSCX (23 years) vs VSIIX (25 years). HWSCX (1.95) is less costly to investors than VSIIX (0.06). HWSCX is a more actively managed with annual turnover of: 45.00 vs. VSIIX (16.00). HWSCX has a lower initial minimum investment than VSIIX: HWSCX (2500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 0.53 vs. HWSCX (-16.09). VSIIX return over 5 years is better than : 90.20 vs. HWSCX (79.42).
| HWSCX | VSIIX | HWSCX / VSIIX | |
| Total Expense Ratio | 1.95 | 0.06 | 3,250% |
| Annual Report Gross Expense Ratio | 1.95 | 0.06 | 3,250% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -9.521 | -5.052 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 51.7B | 1% |
| Annual Yield % from dividends | 0.79 | 2.35 | 34% |
| Returns for 1 year | -16.09 | 0.53 | -3,055% |
| Returns for 3 years | -13.71 | 18.66 | -73% |
| Returns for 5 years | 79.42 | 90.20 | 88% |
| Returns for 10 years | -8.52 | 78.52 | -11% |
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