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HWVZX vs VSIIX
HWVZX vs VSIIX Comparison
Open Charts HWVZX vs VSIIX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.01
Change+$0.12 (+1.01%)
VolumeN/A
Net Assets773.05M
Vanguard Small Cap Value Index I
Price$48.19
Change+$0.52 (+1.09%)
VolumeN/A
Net Assets55.61B
HWVZX vs VSIIX Comparison Chart in %
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HWVZX vs. VSIIX commentary
Jul 18, 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: 55.6B vs. HWVZX (773M). VSIIX pays higher dividends than HWVZX: VSIIX (2.12) vs HWVZX (0.93). 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 : 2.38 vs. HWVZX (-10.27). VSIIX return over 5 years is better than : 85.67 vs. HWVZX (58.20).
| 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 | -3.490 | 0.418 | -836% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 55.6B | 1% |
| Annual Yield % from dividends | 0.93 | 2.12 | 44% |
| Returns for 1 year | -10.27 | 2.38 | -432% |
| Returns for 3 years | 1.93 | 33.12 | 6% |
| Returns for 5 years | 58.20 | 85.67 | 68% |
| Returns for 10 years | N/A | 93.10 | - |
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