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HWSZX vs VSIAX
HWSZX vs VSIAX Comparison
Open Charts HWSZX vs VSIAX
Hotchkis & Wiley Small Cap Value Z
Price$83.00
Change-$0.70 (-0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
HWSZX vs VSIAX Comparison Chart
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VS
VS
HWSZX vs. VSIAX 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 HWSZX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. HWSZX (856M). 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 : 28.76 vs. HWSZX (20.23). VSIAX (57.44) and HWSZX (57.37) have equivalent 5 years return.
| 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 | 8.738 | 15.498 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 57.6B | 1% |
| Annual Yield % from dividends | 0.65 | 2.01 | 32% |
| Returns for 1 year | 20.23 | 28.76 | 70% |
| Returns for 3 years | 11.70 | 13.29 | 88% |
| Returns for 5 years | 57.37 | 57.44 | 100% |
| Returns for 10 years | N/A | 108.79 | - |