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HWVAX vs VSIAX
HWVAX vs VSIAX Comparison
Open Charts HWVAX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$11.07
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets701.23M
Vanguard Small Cap Value Index Admiral
Price$81.43
Change-$0.11 (-0.13%)
VolumeN/A
Net Assets54.02B
HWVAX vs VSIAX Comparison Chart
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HWVAX vs. VSIAX commentary
Jun 07, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. HWVAX (701M). VSIAX pays higher dividends than HWVAX: VSIAX (2.23) vs HWVAX (0.72). HWVAX was incepted earlier than VSIAX: HWVAX (11 years) vs VSIAX (14 years). HWVAX (1.12) is less costly to investors than VSIAX (0.07). HWVAX is a more actively managed with annual turnover of: 54.00 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 : 2.78 vs. HWVAX (-7.70). VSIAX return over 5 years is better than : 65.19 vs. HWVAX (33.44).
| HWVAX | VSIAX | HWVAX / VSIAX | |
| Total Expense Ratio | 1.05 | 0.07 | 1,500% |
| Annual Report Gross Expense Ratio | 1.12 | 0.07 | 1,600% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -9.165 | -4.104 | 223% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 701M | 54B | 1% |
| Annual Yield % from dividends | 0.72 | 2.23 | 32% |
| Returns for 1 year | -7.70 | 2.78 | -277% |
| Returns for 3 years | -14.99 | 13.59 | -110% |
| Returns for 5 years | 33.44 | 65.19 | 51% |
| Returns for 10 years | 17.19 | 82.79 | 21% |
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