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HWSZX vs VSIAX
HWSZX vs VSIAX Comparison
Open Charts HWSZX vs VSIAX
Hotchkis & Wiley Small Cap Value Z
Price$70.31
Change-$1.13 (-1.58%)
VolumeN/A
Net Assets728.51M
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
HWSZX vs VSIAX Comparison Chart
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HWSZX vs. VSIAX commentary
Jun 15, 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: 54B vs. HWSZX (729M). VSIAX pays higher dividends than HWSZX: VSIAX (2.23) vs HWSZX (1.17). 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 : 3.83 vs. HWSZX (-6.67). HWSZX return over 5 years is better than : 88.32 vs. VSIAX (80.63).
| 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 | -5.421 | -4.304 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 729M | 54B | 1% |
| Annual Yield % from dividends | 1.17 | 2.23 | 53% |
| Returns for 1 year | -6.67 | 3.83 | -174% |
| Returns for 3 years | 2.58 | 26.16 | 10% |
| Returns for 5 years | 88.32 | 80.63 | 110% |
| Returns for 10 years | N/A | 80.44 | - |
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