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HWSZX vs VSIAX
HWSZX vs VSIAX Comparison
Open Charts HWSZX vs VSIAX
Hotchkis & Wiley Small Cap Value Z
Price$75.11
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets777.34M
Vanguard Small Cap Value Index Admiral
Price$86.08
Change+$0.44 (+0.51%)
VolumeN/A
Net Assets55.61B
HWSZX vs VSIAX Comparison Chart in %
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HWSZX vs. VSIAX commentary
Jul 10, 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 HWSZX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. HWSZX (777M). VSIAX pays higher dividends than HWSZX: VSIAX (2.11) vs HWSZX (1.12). HWSZX was incepted earlier than VSIAX: HWSZX (6 years) vs VSIAX (14 years). HWSZX (0.86) is less costly to investors than VSIAX (0.07). HWSZX is a more actively managed with annual turnover of: 45.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than HWSZX: VSIAX (3000) vs HWSZX (1000000). VSIAX annual gain was more profitable for investors over the last year : 10.85 vs. HWSZX (-1.23). HWSZX return over 5 years is better than : 110.42 vs. VSIAX (98.45).
| HWSZX | VSIAX | HWSZX / VSIAX | |
| Total Expense Ratio | 0.86 | 0.07 | 1,229% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -0.457 | 0.843 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 55.6B | 1% |
| Annual Yield % from dividends | 1.12 | 2.11 | 53% |
| Returns for 1 year | -1.23 | 10.85 | -11% |
| Returns for 3 years | 12.25 | 32.99 | 37% |
| Returns for 5 years | 110.42 | 98.45 | 112% |
| Returns for 10 years | N/A | 94.09 | - |
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