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HWVZX vs VSIIX
HWVZX vs VSIIX Comparison
Open Charts HWVZX vs VSIIX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$10.28
Change+$0.12 (+1.18%)
VolumeN/A
Net Assets657.34M
Vanguard Small Cap Value Index I
Price$41.60
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets53.62B
HWVZX vs VSIIX Comparison Chart
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HWVZX vs. VSIIX commentary
Apr 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: 53.6B vs. HWVZX (657M). VSIIX pays higher dividends than HWVZX: VSIIX (2.28) vs HWVZX (0.95). HWVZX was incepted earlier than VSIIX: HWVZX (6 years) vs VSIIX (25 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 : -2.50 vs. HWVZX (-12.23). VSIIX return over 5 years is better than : 86.17 vs. HWVZX (61.07).
| 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 | 25 years | - |
| Gain YTD | -17.532 | -12.479 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 657M | 53.6B | 1% |
| Annual Yield % from dividends | 0.95 | 2.28 | 42% |
| Returns for 1 year | -12.23 | -2.50 | 489% |
| Returns for 3 years | -21.93 | 1.30 | -1,687% |
| Returns for 5 years | 61.07 | 86.17 | 71% |
| Returns for 10 years | N/A | 66.44 | - |
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