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HWSZX vs VSIAX
HWSZX vs VSIAX Comparison
Open Charts HWSZX vs VSIAX
Hotchkis & Wiley Small Cap Value Z
Price$74.96
Change-$1.82 (-2.37%)
VolumeN/A
Net Assets864.98M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
HWSZX vs VSIAX Comparison Chart
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HWSZX vs. VSIAX commentary
Feb 22, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. HWSZX (865M). VSIAX pays higher dividends than HWSZX: VSIAX (2.01) vs HWSZX (0.65). HWSZX was incepted earlier than VSIAX: HWSZX (5 years) vs VSIAX (13 years). HWSZX is a more actively managed with annual turnover of: 42.00 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 : 14.21 vs. HWSZX (4.51). HWSZX return over 5 years is better than : 57.84 vs. VSIAX (52.27).
| HWSZX | VSIAX | HWSZX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 4.237 | 2.853 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 60.2B | 1% |
| Annual Yield % from dividends | 0.65 | 2.01 | 32% |
| Returns for 1 year | 4.51 | 14.21 | 32% |
| Returns for 3 years | 8.86 | 20.02 | 44% |
| Returns for 5 years | 57.84 | 52.27 | 111% |
| Returns for 10 years | N/A | 97.09 | - |
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