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HWVAX vs VSIIX
HWVAX vs VSIIX Comparison
Open Charts HWVAX vs VSIIX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.46
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets875.67M
Vanguard Small Cap Value Index I
Price$49.14
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
HWVAX vs VSIIX Comparison Chart
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HWVAX vs. VSIIX commentary
Jan 19, 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 Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. HWVAX (876M). VSIIX pays higher dividends than HWVAX: VSIIX (2.02) vs HWVAX (1.33). HWVAX was incepted earlier than VSIIX: HWVAX (11 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 : 18.50 vs. HWVAX (7.33). VSIIX return over 5 years is better than : 50.39 vs. HWVAX (21.71).
| HWVAX | VSIIX | HWVAX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 1.964 | 3.214 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 58.3B | 2% |
| Annual Yield % from dividends | 1.33 | 2.02 | 66% |
| Returns for 1 year | 7.33 | 18.50 | 40% |
| Returns for 3 years | -8.47 | 17.06 | -50% |
| Returns for 5 years | 21.71 | 50.39 | 43% |
| Returns for 10 years | 38.57 | 109.67 | 35% |
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