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HWVZX vs VSIAX
HWVZX vs VSIAX Comparison
Open Charts HWVZX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.74
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets822.34M
Vanguard Small Cap Value Index Admiral
Price$89.84
Change-$0.24 (-0.27%)
VolumeN/A
Net Assets56.44B
HWVZX vs VSIAX Comparison Chart in %
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HWVZX vs. VSIAX commentary
Aug 30, 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 HWVZX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. HWVZX (822M). VSIAX pays higher dividends than HWVZX: VSIAX (2.07) vs HWVZX (0.92). HWVZX was incepted earlier than VSIAX: HWVZX (6 years) vs VSIAX (14 years). HWVZX (0.76) is less costly to investors than VSIAX (0.07). HWVZX is a more actively managed with annual turnover of: 54.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than HWVZX: VSIAX (3000) vs HWVZX (1000000). VSIAX annual gain was more profitable for investors over the last year : 7.43 vs. HWVZX (-0.73). VSIAX return over 5 years is better than : 82.66 vs. HWVZX (58.28).
| HWVZX | VSIAX | HWVZX / VSIAX | |
| Total Expense Ratio | 0.76 | 0.07 | 1,086% |
| Annual Report Gross Expense Ratio | 0.76 | 0.07 | 1,086% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 3.653 | 6.072 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 822M | 56.4B | 1% |
| Annual Yield % from dividends | 0.92 | 2.07 | 45% |
| Returns for 1 year | -0.73 | 7.43 | -10% |
| Returns for 3 years | 1.61 | 30.24 | 5% |
| Returns for 5 years | 58.28 | 82.66 | 71% |
| Returns for 10 years | N/A | 116.40 | - |
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