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HWVAX vs VSIAX
HWVAX vs VSIAX Comparison
Open Charts HWVAX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.16
Change-$0.53 (-4.18%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
HWVAX vs VSIAX Comparison Chart
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HWVAX vs. VSIAX commentary
Dec 19, 2024
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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. HWVAX (901M). VSIAX pays higher dividends than HWVAX: VSIAX (2.01) vs HWVAX (1.33). HWVAX was incepted earlier than VSIAX: HWVAX (10 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 : 10.31 vs. HWVAX (5.34). VSIAX return over 5 years is better than : 46.43 vs. HWVAX (22.69).
| HWVAX | VSIAX | HWVAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 2.881 | 10.681 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 63B | 1% |
| Annual Yield % from dividends | 1.33 | 2.01 | 66% |
| Returns for 1 year | 5.34 | 10.31 | 52% |
| Returns for 3 years | -1.11 | 16.10 | -7% |
| Returns for 5 years | 22.69 | 46.43 | 49% |
| Returns for 10 years | 36.97 | 97.87 | 38% |
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