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HWSZX vs VSIIX
HWSZX vs VSIIX Comparison
Open Charts HWSZX vs VSIIX
Hotchkis & Wiley Small Cap Value Z
Price$76.77
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets871.92M
Vanguard Small Cap Value Index I
Price$49.14
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
HWSZX vs VSIIX Comparison Chart
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VS
HWSZX vs. VSIIX commentary
Jan 19, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. HWSZX (872M). VSIIX pays higher dividends than HWSZX: VSIIX (2.02) vs HWSZX (0.65). HWSZX was incepted earlier than VSIIX: HWSZX (5 years) vs VSIIX (25 years). HWSZX is a more actively managed with annual turnover of: 42.00 vs. VSIIX (16.00). HWSZX has a lower initial minimum investment than VSIIX: HWSZX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 18.50 vs. HWSZX (6.21). VSIIX return over 5 years is better than : 50.39 vs. HWSZX (47.64).
| HWSZX | VSIIX | HWSZX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 3.269 | 3.214 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 872M | 58.3B | 1% |
| Annual Yield % from dividends | 0.65 | 2.02 | 32% |
| Returns for 1 year | 6.21 | 18.50 | 34% |
| Returns for 3 years | 4.81 | 17.06 | 28% |
| Returns for 5 years | 47.64 | 50.39 | 95% |
| Returns for 10 years | N/A | 109.67 | - |
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