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HWVAX vs VSIAX
HWVAX vs VSIAX Comparison
Open Charts HWVAX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.53
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets853.35M
Vanguard Small Cap Value Index Admiral
Price$89.06
Change+$0.96 (+1.09%)
VolumeN/A
Net Assets58.32B
HWVAX vs VSIAX Comparison Chart
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HWVAX vs. VSIAX commentary
Jan 31, 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 HWVAX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. HWVAX (853M). VSIAX pays higher dividends than HWVAX: VSIAX (2.01) vs HWVAX (1.33). HWVAX was incepted earlier than VSIAX: HWVAX (11 years) vs VSIAX (13 years). HWVAX is a more actively managed with annual turnover of: 52.00 vs. VSIAX (16.00). HWVAX has a lower initial minimum investment than VSIAX: HWVAX (2500) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 17.45 vs. HWVAX (6.60). VSIAX return over 5 years is better than : 57.90 vs. HWVAX (30.41).
| HWVAX | VSIAX | HWVAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 1.882 | 3.440 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 853M | 58.3B | 1% |
| Annual Yield % from dividends | 1.33 | 2.01 | 66% |
| Returns for 1 year | 6.60 | 17.45 | 38% |
| Returns for 3 years | -5.36 | 21.69 | -25% |
| Returns for 5 years | 30.41 | 57.90 | 53% |
| Returns for 10 years | 36.89 | 107.64 | 34% |
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