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HWSZX vs VSIIX
HWSZX vs VSIIX Comparison
Open Charts HWSZX vs VSIIX
Hotchkis & Wiley Small Cap Value Z
Price$67.67
Change+$0.10 (+0.15%)
VolumeN/A
Net Assets699.31M
Vanguard Small Cap Value Index I
Price$45.09
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets51.69B
HWSZX vs VSIIX Comparison Chart
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HWSZX vs. VSIIX commentary
May 23, 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: 51.7B vs. HWSZX (699M). VSIIX pays higher dividends than HWSZX: VSIIX (2.35) vs HWSZX (1.24). 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 : 0.53 vs. HWSZX (-13.23). HWSZX return over 5 years is better than : 100.24 vs. VSIIX (90.20).
| 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 | -9.107 | -5.052 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 51.7B | 1% |
| Annual Yield % from dividends | 1.24 | 2.35 | 52% |
| Returns for 1 year | -13.23 | 0.53 | -2,512% |
| Returns for 3 years | -5.80 | 18.66 | -31% |
| Returns for 5 years | 100.24 | 90.20 | 111% |
| Returns for 10 years | N/A | 78.52 | - |
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