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HWSZX vs VSIIX
HWSZX vs VSIIX Comparison
Open Charts HWSZX vs VSIIX
Hotchkis & Wiley Small Cap Value Z
Price$75.00
Change+$1.00 (+1.35%)
VolumeN/A
Net Assets767.41M
Vanguard Small Cap Value Index I
Price$48.11
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets55.61B
HWSZX vs VSIIX Comparison Chart in %
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HWSZX vs. VSIIX commentary
Jul 10, 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: 55.6B vs. HWSZX (767M). VSIIX pays higher dividends than HWSZX: VSIIX (2.12) vs HWSZX (1.12). 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 : 10.86 vs. HWSZX (-1.23). HWSZX return over 5 years is better than : 110.42 vs. VSIIX (98.49).
| 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 | -0.457 | 0.839 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 767M | 55.6B | 1% |
| Annual Yield % from dividends | 1.12 | 2.12 | 53% |
| Returns for 1 year | -1.23 | 10.86 | -11% |
| Returns for 3 years | 12.25 | 32.99 | 37% |
| Returns for 5 years | 110.42 | 98.49 | 112% |
| Returns for 10 years | N/A | 94.13 | - |