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HWSZX vs VSIAX
HWSZX vs VSIAX Comparison
Open Charts HWSZX vs VSIAX
Hotchkis & Wiley Small Cap Value Z
Price$64.71
Change-$5.70 (-8.10%)
VolumeN/A
Net Assets772.9M
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
HWSZX vs VSIAX Comparison Chart
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HWSZX vs. VSIAX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. HWSZX (773M). 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 : 1.33 vs. HWSZX (-11.09). HWSZX return over 5 years is better than : 152.98 vs. VSIAX (138.18).
| 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 | -5.287 | -4.128 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 57.6B | 1% |
| Annual Yield % from dividends | 1.15 | 2.27 | 51% |
| Returns for 1 year | -11.09 | 1.33 | -831% |
| Returns for 3 years | -9.68 | 9.17 | -106% |
| Returns for 5 years | 152.98 | 138.18 | 111% |
| Returns for 10 years | N/A | 80.20 | - |
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