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HWVIX vs VSIAX
HWVIX vs VSIAX Comparison
Open Charts HWVIX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val I
Price$13.86
Change-$0.17 (-1.21%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.73
Change-$1.14 (-1.24%)
VolumeN/A
CapitalizationN/A
HWVIX vs VSIAX Comparison Chart
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HWVIX vs. VSIAX commentary
Nov 13, 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 HWVIX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. HWVIX (946M). VSIAX pays higher dividends than HWVIX: VSIAX (2.01) vs HWVIX (1.46). HWVIX was incepted earlier than VSIAX: HWVIX (10 years) vs VSIAX (13 years). HWVIX is a more actively managed with annual turnover of: 52.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than HWVIX: VSIAX (3000) vs HWVIX (250000). VSIAX annual gain was more profitable for investors over the last year : 36.20 vs. HWVIX (22.47). VSIAX return over 5 years is better than : 61.31 vs. HWVIX (39.81).
| HWVIX | VSIAX | HWVIX / 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 | 10.791 | 17.823 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 57.6B | 2% |
| Annual Yield % from dividends | 1.46 | 2.01 | 73% |
| Returns for 1 year | 22.47 | 36.20 | 62% |
| Returns for 3 years | -5.23 | 15.68 | -33% |
| Returns for 5 years | 39.81 | 61.31 | 65% |
| Returns for 10 years | 48.52 | 113.42 | 43% |