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HWSCX vs VSIIX
HWSCX vs VSIIX Comparison
Open Charts HWSCX vs VSIIX
Hotchkis & Wiley Small Cap Value C
Price$63.50
Change-$0.21 (-0.33%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.82
Change+$0.18 (+0.36%)
VolumeN/A
CapitalizationN/A
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HWSCX vs VSIIX Comparison Chart
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HWSCX vs. VSIIX commentary
Nov 09, 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 HWSCX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. HWSCX (878M). VSIIX pays higher dividends than HWSCX: VSIIX (2.02) vs HWSCX (0.41). HWSCX was incepted earlier than VSIIX: HWSCX (23 years) vs VSIIX (25 years). HWSCX is a more actively managed with annual turnover of: 42.00 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 : 35.64 vs. HWSCX (25.26). VSIIX return over 5 years is better than : 60.28 vs. HWSCX (45.19).
| HWSCX | VSIIX | HWSCX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 10.512 | 17.653 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 878M | 57.6B | 2% |
| Annual Yield % from dividends | 0.41 | 2.02 | 20% |
| Returns for 1 year | 25.26 | 35.64 | 71% |
| Returns for 3 years | 5.91 | 15.11 | 39% |
| Returns for 5 years | 45.19 | 60.28 | 75% |
| Returns for 10 years | 11.07 | 112.42 | 10% |