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HWVIX vs VSIAX
HWVIX vs VSIAX Comparison
Open Charts HWVIX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val I
Price$13.06
Change-$0.20 (-1.51%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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HWVIX vs VSIAX Comparison Chart
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HWVIX vs. VSIAX commentary
Sep 21, 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: 57.3B vs. HWVIX (888M). 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 : 21.77 vs. HWVIX (8.72). VSIAX return over 5 years is better than : 55.85 vs. HWVIX (35.02).
| 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 | 3.917 | 10.460 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 888M | 57.3B | 2% |
| Annual Yield % from dividends | 1.46 | 2.01 | 73% |
| Returns for 1 year | 8.72 | 21.77 | 40% |
| Returns for 3 years | -1.08 | 17.82 | -6% |
| Returns for 5 years | 35.02 | 55.85 | 63% |
| Returns for 10 years | 42.86 | 102.73 | 42% |