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HWVIX vs VSIAX
HWVIX vs VSIAX Comparison
Open Charts HWVIX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.80
Change-$0.18 (-1.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
HWVIX vs VSIAX Comparison Chart
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HWVIX vs. VSIAX commentary
Dec 19, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. HWVIX (925M). 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 : 16.23 vs. HWVIX (5.57). VSIAX return over 5 years is better than : 52.83 vs. HWVIX (24.21).
| 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 | 3.118 | 15.031 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 925M | 63B | 1% |
| Annual Yield % from dividends | 1.46 | 2.01 | 73% |
| Returns for 1 year | 5.57 | 16.23 | 34% |
| Returns for 3 years | -0.39 | 20.67 | -2% |
| Returns for 5 years | 24.21 | 52.83 | 46% |
| Returns for 10 years | 40.41 | 105.65 | 38% |
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