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HWSZX vs VSIIX
HWSZX vs VSIIX Comparison
Open Charts HWSZX vs VSIIX
Hotchkis & Wiley Small Cap Value Z
Price$63.74
Change+$0.48 (+0.76%)
VolumeN/A
Net Assets656.97M
Vanguard Small Cap Value Index I
Price$42.34
Change+$0.50 (+1.20%)
VolumeN/A
Net Assets53.62B
HWSZX vs VSIIX Comparison Chart
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HWSZX vs. VSIIX commentary
Apr 25, 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: 53.6B vs. HWSZX (657M). VSIIX pays higher dividends than HWSZX: VSIIX (2.28) vs HWSZX (1.15). HWSZX was incepted earlier than VSIIX: HWSZX (6 years) vs VSIIX (25 years). HWSZX (0.86) is less costly to investors than VSIIX (0.06). HWSZX is a more actively managed with annual turnover of: 45.00 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 : -4.26 vs. HWSZX (-18.52). HWSZX return over 5 years is better than : 103.64 vs. VSIIX (90.33).
| HWSZX | VSIIX | HWSZX / VSIIX | |
| Total Expense Ratio | 0.86 | 0.06 | 1,433% |
| Annual Report Gross Expense Ratio | 0.86 | 0.06 | 1,433% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -14.904 | -11.974 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 657M | 53.6B | 1% |
| Annual Yield % from dividends | 1.15 | 2.28 | 51% |
| Returns for 1 year | -18.52 | -4.26 | 435% |
| Returns for 3 years | -14.39 | 3.75 | -384% |
| Returns for 5 years | 103.64 | 90.33 | 115% |
| Returns for 10 years | N/A | 65.56 | - |
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