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HWVIX vs VSIAX
HWVIX vs VSIAX Comparison
Open Charts HWVIX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.57
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets874.19M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
HWVIX vs VSIAX Comparison Chart
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HWVIX vs. VSIAX 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 HWVIX is a Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. HWVIX (874M). VSIAX pays higher dividends than HWVIX: VSIAX (2.01) vs HWVIX (1.46). HWVIX was incepted earlier than VSIAX: HWVIX (11 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 : 18.49 vs. HWVIX (7.63). VSIAX return over 5 years is better than : 50.37 vs. HWVIX (23.23).
| HWVIX | VSIAX | HWVIX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 1.946 | 3.217 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 58.3B | 1% |
| Annual Yield % from dividends | 1.46 | 2.01 | 73% |
| Returns for 1 year | 7.63 | 18.49 | 41% |
| Returns for 3 years | -7.83 | 17.05 | -46% |
| Returns for 5 years | 23.23 | 50.37 | 46% |
| Returns for 10 years | 42.07 | 109.60 | 38% |
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