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HWVZX vs VSIIX
HWVZX vs VSIIX Comparison
Open Charts HWVZX vs VSIIX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$11.35
Change+$0.18 (+1.61%)
VolumeN/A
Net Assets701.23M
Vanguard Small Cap Value Index I
Price$46.07
Change+$0.56 (+1.23%)
VolumeN/A
Net Assets54.02B
HWVZX vs VSIIX Comparison Chart
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HWVZX vs. VSIIX commentary
Jun 07, 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 StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. HWVZX (701M). VSIIX pays higher dividends than HWVZX: VSIIX (2.24) vs HWVZX (0.97). HWVZX was incepted earlier than VSIIX: HWVZX (6 years) vs VSIIX (26 years). HWVZX (0.76) is less costly to investors than VSIIX (0.06). HWVZX is a more actively managed with annual turnover of: 54.00 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 : 3.02 vs. HWVZX (-7.31). VSIIX return over 5 years is better than : 64.96 vs. HWVZX (34.80).
| HWVZX | VSIIX | HWVZX / VSIIX | |
| Total Expense Ratio | 0.76 | 0.06 | 1,267% |
| Annual Report Gross Expense Ratio | 0.76 | 0.06 | 1,267% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | -9.334 | -4.253 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 701M | 54B | 1% |
| Annual Yield % from dividends | 0.97 | 2.24 | 43% |
| Returns for 1 year | -7.31 | 3.02 | -243% |
| Returns for 3 years | -15.49 | 12.14 | -128% |
| Returns for 5 years | 34.80 | 64.96 | 54% |
| Returns for 10 years | N/A | 82.85 | - |
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