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HWVAX vs VSIAX
HWVAX vs VSIAX Comparison
Open Charts HWVAX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$13.20
Change+$0.02 (+0.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$87.98
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HWVAX vs VSIAX Comparison Chart
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HWVAX vs. VSIAX commentary
Oct 18, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. HWVAX (906M). 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 : 28.89 vs. HWVAX (12.66). VSIAX return over 5 years is better than : 62.01 vs. HWVAX (38.58).
| 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 | 6.205 | 14.252 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 58.3B | 2% |
| Annual Yield % from dividends | 1.33 | 2.01 | 66% |
| Returns for 1 year | 12.66 | 28.89 | 44% |
| Returns for 3 years | -4.96 | 17.63 | -28% |
| Returns for 5 years | 38.58 | 62.01 | 62% |
| Returns for 10 years | 49.64 | 124.16 | 40% |
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