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HWVIX vs VSIIX
HWVIX vs VSIIX Comparison
Open Charts HWVIX vs VSIIX
Hotchkis & Wiley Sm Cp Divers Val I
Price$13.06
Change-$0.20 (-1.51%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
VS
HWVIX vs VSIIX Comparison Chart
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HWVIX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. HWVIX (888M). VSIIX pays higher dividends than HWVIX: VSIIX (2.02) vs HWVIX (1.46). HWVIX was incepted earlier than VSIIX: HWVIX (10 years) vs VSIIX (25 years). HWVIX is a more actively managed with annual turnover of: 52.00 vs. VSIIX (16.00). HWVIX has a lower initial minimum investment than VSIIX: HWVIX (250000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 24.93 vs. HWVIX (8.72). VSIIX return over 5 years is better than : 58.50 vs. HWVIX (35.02).
| HWVIX | VSIIX | HWVIX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 3.917 | 12.339 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 888M | 57.3B | 2% |
| Annual Yield % from dividends | 1.46 | 2.02 | 72% |
| Returns for 1 year | 8.72 | 24.93 | 35% |
| Returns for 3 years | -1.08 | 22.14 | -5% |
| Returns for 5 years | 35.02 | 58.50 | 60% |
| Returns for 10 years | 42.86 | 109.09 | 39% |
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