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HWSCX vs VSIIX
HWSCX vs VSIIX Comparison
Open Charts HWSCX vs VSIIX
Hotchkis & Wiley Small Cap Value C
Price$52.11
Change-$0.23 (-0.44%)
VolumeN/A
Net Assets743.26M
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
HWSCX vs VSIIX Comparison Chart
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HWSCX vs. VSIIX commentary
Jun 14, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. HWSCX (743M). VSIIX pays higher dividends than HWSCX: VSIIX (2.24) vs HWSCX (0.75). HWSCX was incepted earlier than VSIIX: HWSCX (23 years) vs VSIIX (26 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 : 4.83 vs. HWSCX (-9.14). VSIIX return over 5 years is better than : 83.73 vs. HWSCX (72.22).
| 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 | 26 years | - |
| Gain YTD | -3.981 | -2.675 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 743M | 54B | 1% |
| Annual Yield % from dividends | 0.75 | 2.24 | 34% |
| Returns for 1 year | -9.14 | 4.83 | -189% |
| Returns for 3 years | -4.36 | 27.86 | -16% |
| Returns for 5 years | 72.22 | 83.73 | 86% |
| Returns for 10 years | -2.74 | 84.66 | -3% |
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