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HWSZX vs VSIIX
HWSZX vs VSIIX Comparison
Open Charts HWSZX vs VSIIX
Hotchkis & Wiley Small Cap Value Z
Price$74.96
Change-$1.82 (-2.37%)
VolumeN/A
Net Assets864.98M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
HWSZX vs VSIIX Comparison Chart
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HWSZX vs. VSIIX commentary
Feb 22, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. HWSZX (865M). 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 : 14.20 vs. HWSZX (4.51). HWSZX return over 5 years is better than : 57.84 vs. VSIIX (52.26).
| 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 | 4.237 | 2.836 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 60.2B | 1% |
| Annual Yield % from dividends | 0.65 | 2.02 | 32% |
| Returns for 1 year | 4.51 | 14.20 | 32% |
| Returns for 3 years | 8.86 | 19.99 | 44% |
| Returns for 5 years | 57.84 | 52.26 | 111% |
| Returns for 10 years | N/A | 97.17 | - |