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HWSZX vs VSIIX
HWSZX vs VSIIX Comparison
Open Charts HWSZX vs VSIIX
Hotchkis & Wiley Small Cap Value Z
Price$70.41
Change+$1.07 (+1.54%)
VolumeN/A
Net Assets761.63M
Vanguard Small Cap Value Index I
Price$45.56
Change+$0.69 (+1.54%)
VolumeN/A
Net Assets57.63B
HWSZX vs VSIIX Comparison Chart
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HWSZX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. HWSZX (762M). 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 : 0.19 vs. HWSZX (-12.04). HWSZX return over 5 years is better than : 149.14 vs. VSIIX (134.54).
| 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 | -6.726 | -5.599 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 762M | 57.6B | 1% |
| Annual Yield % from dividends | 1.15 | 2.28 | 51% |
| Returns for 1 year | -12.04 | 0.19 | -6,287% |
| Returns for 3 years | -11.18 | 7.15 | -156% |
| Returns for 5 years | 149.14 | 134.54 | 111% |
| Returns for 10 years | N/A | 78.63 | - |
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