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HWVIX vs VSIAX
HWVIX vs VSIAX Comparison
Open Charts HWVIX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val I
Price$11.62
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets733.2M
Vanguard Small Cap Value Index Admiral
Price$83.79
Change-$0.37 (-0.44%)
VolumeN/A
Net Assets54.02B
HWVIX vs VSIAX Comparison Chart in %
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HWVIX vs. VSIAX commentary
Jul 01, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. HWVIX (733M). VSIAX pays higher dividends than HWVIX: VSIAX (2.23) vs HWVIX (0.92). 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 : 7.77 vs. HWVIX (-3.52). VSIAX return over 5 years is better than : 89.15 vs. HWVIX (60.03).
| 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 | -5.434 | -1.023 | 531% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 733M | 54B | 1% |
| Annual Yield % from dividends | 0.92 | 2.23 | 41% |
| Returns for 1 year | -3.52 | 7.77 | -45% |
| Returns for 3 years | -0.46 | 30.82 | -1% |
| Returns for 5 years | 60.03 | 89.15 | 67% |
| Returns for 10 years | 26.24 | 90.00 | 29% |
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