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HWSIX vs VSIAX
HWSIX vs VSIAX Comparison
Open Charts HWSIX vs VSIAX
Hotchkis & Wiley Small Cap Value I
Price$65.53
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets676.58M
Vanguard Small Cap Value Index Admiral
Price$78.48
Change+$0.24 (+0.31%)
VolumeN/A
Net Assets51.69B
HWSIX vs VSIAX Comparison Chart
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HWSIX vs. VSIAX commentary
May 09, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. HWSIX (677M). VSIAX pays higher dividends than HWSIX: VSIAX (2.34) vs HWSIX (1.16). 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 : -1.59 vs. HWSIX (-16.52). HWSIX return over 5 years is better than : 91.23 vs. VSIAX (84.86).
| 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 | -12.090 | -7.985 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 51.7B | 1% |
| Annual Yield % from dividends | 1.16 | 2.34 | 50% |
| Returns for 1 year | -16.52 | -1.59 | 1,040% |
| Returns for 3 years | -9.52 | 11.88 | -80% |
| Returns for 5 years | 91.23 | 84.86 | 108% |
| Returns for 10 years | 9.22 | 75.35 | 12% |
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