Ad is loading...
HWSZX vs VSIAX
HWSZX vs VSIAX Comparison
Open Charts HWSZX vs VSIAX
Hotchkis & Wiley Small Cap Value Z
Price$65.08
Change+$1.34 (+2.10%)
VolumeN/A
Net Assets661.28M
Vanguard Small Cap Value Index Admiral
Price$75.74
Change+$0.88 (+1.18%)
VolumeN/A
Net Assets53.62B
HWSZX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWSZX vs. VSIAX commentary
Apr 25, 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: 53.6B vs. HWSZX (661M). VSIAX pays higher dividends than HWSZX: VSIAX (2.27) vs HWSZX (1.15). 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 : -4.25 vs. HWSZX (-18.14). HWSZX return over 5 years is better than : 105.19 vs. VSIAX (90.37).
| 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 | -14.259 | -11.960 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 53.6B | 1% |
| Annual Yield % from dividends | 1.15 | 2.27 | 51% |
| Returns for 1 year | -18.14 | -4.25 | 427% |
| Returns for 3 years | -13.50 | 3.74 | -361% |
| Returns for 5 years | 105.19 | 90.37 | 116% |
| Returns for 10 years | N/A | 65.51 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers