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HWSZX vs VSIIX
HWSZX vs VSIIX Comparison
Open Charts HWSZX vs VSIIX
Hotchkis & Wiley Small Cap Value Z
Price$73.03
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets749.57M
Vanguard Small Cap Value Index I
Price$47.56
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets56.44B
HWSZX vs VSIIX Comparison Chart in %
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HWSZX vs. VSIIX commentary
Aug 08, 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 Buy and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. HWSZX (750M). VSIIX pays higher dividends than HWSZX: VSIIX (2.08) vs HWSZX (1.09). 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 : 8.86 vs. HWSZX (-0.86). HWSZX return over 5 years is better than : 82.29 vs. VSIIX (74.38).
| 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 | -1.641 | 0.249 | -659% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 750M | 56.4B | 1% |
| Annual Yield % from dividends | 1.09 | 2.08 | 52% |
| Returns for 1 year | -0.86 | 8.86 | -10% |
| Returns for 3 years | 2.14 | 22.22 | 10% |
| Returns for 5 years | 82.29 | 74.38 | 111% |
| Returns for 10 years | N/A | 94.58 | - |
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