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HWSZX vs VSIIX
HWSZX vs VSIIX Comparison
Open Charts HWSZX vs VSIIX
Hotchkis & Wiley Small Cap Value Z
Price$70.31
Change-$1.13 (-1.58%)
VolumeN/A
Net Assets728.51M
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
HWSZX vs VSIIX Comparison Chart
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HWSZX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. HWSZX (729M). VSIIX pays higher dividends than HWSZX: VSIIX (2.24) vs HWSZX (1.17). HWSZX was incepted earlier than VSIIX: HWSZX (6 years) vs VSIIX (26 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 : 3.81 vs. HWSZX (-6.67). HWSZX return over 5 years is better than : 88.32 vs. VSIIX (80.64).
| 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 | 26 years | - |
| Gain YTD | -5.421 | -4.316 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 729M | 54B | 1% |
| Annual Yield % from dividends | 1.17 | 2.24 | 52% |
| Returns for 1 year | -6.67 | 3.81 | -175% |
| Returns for 3 years | 2.58 | 26.18 | 10% |
| Returns for 5 years | 88.32 | 80.64 | 110% |
| Returns for 10 years | N/A | 80.51 | - |
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