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HWSIX vs VSIAX
HWSIX vs VSIAX Comparison
Open Charts HWSIX vs VSIAX
Hotchkis & Wiley Small Cap Value I
Price$74.94
Change-$1.82 (-2.37%)
VolumeN/A
Net Assets846.85M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
HWSIX vs VSIAX Comparison Chart
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HWSIX vs. VSIAX commentary
Feb 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 HWSIX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. HWSIX (847M). VSIAX pays higher dividends than HWSIX: VSIAX (2.01) vs HWSIX (0.57). HWSIX was incepted earlier than VSIAX: HWSIX (39 years) vs VSIAX (13 years). HWSIX is a more actively managed with annual turnover of: 42.00 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 : 9.98 vs. HWSIX (0.48). HWSIX return over 5 years is better than : 51.82 vs. VSIAX (47.61).
| HWSIX | VSIAX | HWSIX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 13 years | - |
| Gain YTD | 0.780 | -0.294 | -266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 847M | 60.2B | 1% |
| Annual Yield % from dividends | 0.57 | 2.01 | 28% |
| Returns for 1 year | 0.48 | 9.98 | 5% |
| Returns for 3 years | 5.42 | 17.97 | 30% |
| Returns for 5 years | 51.82 | 47.61 | 109% |
| Returns for 10 years | 26.38 | 90.53 | 29% |
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