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HWSIX vs VSIIX
HWSIX vs VSIIX Comparison
Open Charts HWSIX vs VSIIX
Hotchkis & Wiley Small Cap Value I
Price$82.96
Change-$0.69 (-0.82%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
HWSIX vs VSIIX Comparison Chart
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HWSIX vs. VSIIX commentary
Nov 18, 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 HWSIX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. HWSIX (856M). VSIIX pays higher dividends than HWSIX: VSIIX (2.02) vs HWSIX (0.57). HWSIX was incepted earlier than VSIIX: HWSIX (39 years) vs VSIIX (25 years). HWSIX is a more actively managed with annual turnover of: 42.00 vs. VSIIX (16.00). HWSIX has a lower initial minimum investment than VSIIX: HWSIX (250000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 28.76 vs. HWSIX (20.13). VSIIX (57.48) and HWSIX (56.45) have equivalent 5 years return.
| HWSIX | VSIIX | HWSIX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 25 years | - |
| Gain YTD | 8.672 | 15.492 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 57.6B | 1% |
| Annual Yield % from dividends | 0.57 | 2.02 | 28% |
| Returns for 1 year | 20.13 | 28.76 | 70% |
| Returns for 3 years | 11.48 | 13.30 | 86% |
| Returns for 5 years | 56.45 | 57.48 | 98% |
| Returns for 10 years | 31.85 | 108.84 | 29% |
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