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HWVIX vs VSIAX
HWVIX vs VSIAX Comparison
Open Charts HWVIX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val I
Price$11.08
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets695.08M
Vanguard Small Cap Value Index Admiral
Price$79.82
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets51.69B
HWVIX vs VSIAX Comparison Chart
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HWVIX vs. VSIAX commentary
May 12, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. HWVIX (695M). VSIAX pays higher dividends than HWVIX: VSIAX (2.34) vs HWVIX (0.97). HWVIX was incepted earlier than VSIAX: HWVIX (11 years) vs VSIAX (14 years). HWVIX (0.86) is less costly to investors than VSIAX (0.07). HWVIX is a more actively managed with annual turnover of: 54.00 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 : -0.87 vs. HWVIX (-10.95). VSIAX return over 5 years is better than : 88.60 vs. HWVIX (61.13).
| HWVIX | VSIAX | HWVIX / VSIAX | |
| Total Expense Ratio | 0.80 | 0.07 | 1,143% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -10.138 | -6.127 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 695M | 51.7B | 1% |
| Annual Yield % from dividends | 0.97 | 2.34 | 41% |
| Returns for 1 year | -10.95 | -0.87 | 1,266% |
| Returns for 3 years | -8.45 | 18.96 | -45% |
| Returns for 5 years | 61.13 | 88.60 | 69% |
| Returns for 10 years | 19.60 | 79.24 | 25% |
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