Ad is loading...
Ad is loading...
HWVAX vs VSIIX
HWVAX vs VSIIX Comparison
Open Charts HWVAX vs VSIIX
Hotchkis & Wiley Sm Cp Divers Val A
Price$13.46
Change-$0.08 (-0.59%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
HWVAX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWVAX vs. VSIIX commentary
Nov 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 Sell and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. HWVAX (915M). VSIIX pays higher dividends than HWVAX: VSIIX (2.02) vs HWVAX (1.33). HWVAX was incepted earlier than VSIIX: HWVAX (10 years) vs VSIIX (25 years). HWVAX is a more actively managed with annual turnover of: 52.00 vs. VSIIX (16.00). HWVAX has a lower initial minimum investment than VSIIX: HWVAX (2500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 28.76 vs. HWVAX (14.86). VSIIX return over 5 years is better than : 57.48 vs. HWVAX (34.99).
| HWVAX | VSIIX | HWVAX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 8.461 | 15.492 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 57.6B | 2% |
| Annual Yield % from dividends | 1.33 | 2.02 | 66% |
| Returns for 1 year | 14.86 | 28.76 | 52% |
| Returns for 3 years | -7.61 | 13.30 | -57% |
| Returns for 5 years | 34.99 | 57.48 | 61% |
| Returns for 10 years | 43.44 | 108.84 | 40% |
View a ticker or compare two or three
VS
VS
Ad is loading...