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HWVZX vs VSIIX
HWVZX vs VSIIX Comparison
Open Charts HWVZX vs VSIIX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.79
Change-$0.17 (-1.31%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.51
Change-$0.61 (-1.22%)
VolumeN/A
CapitalizationN/A
HWVZX vs VSIIX Comparison Chart
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HWVZX vs. VSIIX commentary
Dec 18, 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 HWVZX is a StrongBuy and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. HWVZX (925M). VSIIX pays higher dividends than HWVZX: VSIIX (2.02) vs HWVZX (1.49). HWVZX was incepted earlier than VSIIX: HWVZX (5 years) vs VSIIX (25 years). HWVZX is a more actively managed with annual turnover of: 52.00 vs. VSIIX (16.00). HWVZX has a lower initial minimum investment than VSIIX: HWVZX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 16.22 vs. HWVZX (5.61). VSIIX return over 5 years is better than : 52.86 vs. HWVZX (24.25).
| HWVZX | VSIIX | HWVZX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 3.159 | 15.027 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 925M | 63B | 1% |
| Annual Yield % from dividends | 1.49 | 2.02 | 74% |
| Returns for 1 year | 5.61 | 16.22 | 35% |
| Returns for 3 years | -0.31 | 20.66 | -1% |
| Returns for 5 years | 24.25 | 52.86 | 46% |
| Returns for 10 years | N/A | 105.75 | - |
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