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HWSIX vs VSIAX
HWSIX vs VSIAX Comparison
Open Charts HWSIX vs VSIAX
Hotchkis & Wiley Small Cap Value I
Price$64.68
Change-$5.71 (-8.11%)
VolumeN/A
Net Assets772.9M
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
HWSIX vs VSIAX Comparison Chart
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HWSIX vs. VSIAX commentary
Apr 04, 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 HWSIX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. HWSIX (773M). VSIAX pays higher dividends than HWSIX: VSIAX (2.27) vs HWSIX (1.08). HWSIX was incepted earlier than VSIAX: HWSIX (40 years) vs VSIAX (14 years). HWSIX (1.05) is less costly to investors than VSIAX (0.07). HWSIX is a more actively managed with annual turnover of: 45.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than HWSIX: VSIAX (3000) vs HWSIX (250000). VSIAX annual gain was more profitable for investors over the last year : 1.33 vs. HWSIX (-11.15). HWSIX return over 5 years is better than : 151.51 vs. VSIAX (138.18).
| HWSIX | VSIAX | HWSIX / VSIAX | |
| Total Expense Ratio | 0.97 | 0.07 | 1,386% |
| Annual Report Gross Expense Ratio | 1.05 | 0.07 | 1,500% |
| Fund Existence | 40 years | 14 years | - |
| Gain YTD | -5.339 | -4.128 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 57.6B | 1% |
| Annual Yield % from dividends | 1.08 | 2.27 | 48% |
| Returns for 1 year | -11.15 | 1.33 | -836% |
| Returns for 3 years | -9.83 | 9.17 | -107% |
| Returns for 5 years | 151.51 | 138.18 | 110% |
| Returns for 10 years | 17.74 | 80.20 | 22% |
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