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HWVZX vs VSIIX
HWVZX vs VSIIX Comparison
Open Charts HWVZX vs VSIIX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$13.59
Change-$0.08 (-0.59%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
HWVZX vs VSIIX Comparison Chart
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HWVZX vs. VSIIX commentary
Nov 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. HWVZX (915M). 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 : 28.76 vs. HWVZX (15.31). VSIIX return over 5 years is better than : 57.48 vs. HWVZX (36.82).
| 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 | 8.720 | 15.492 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 57.6B | 2% |
| Annual Yield % from dividends | 1.49 | 2.02 | 74% |
| Returns for 1 year | 15.31 | 28.76 | 53% |
| Returns for 3 years | -6.87 | 13.30 | -52% |
| Returns for 5 years | 36.82 | 57.48 | 64% |
| Returns for 10 years | N/A | 108.84 | - |
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