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HWVZX vs VSIIX
HWVZX vs VSIIX Comparison
Open Charts HWVZX vs VSIIX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.14
Change-$0.25 (-2.02%)
VolumeN/A
Net Assets824.56M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
HWVZX vs VSIIX Comparison Chart
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HWVZX vs. VSIIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. HWVZX (825M). 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 : 9.99 vs. HWVZX (3.03). VSIIX return over 5 years is better than : 47.63 vs. HWVZX (26.34).
| 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 | -1.461 | -0.294 | 497% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 825M | 60.2B | 1% |
| Annual Yield % from dividends | 1.49 | 2.02 | 74% |
| Returns for 1 year | 3.03 | 9.99 | 30% |
| Returns for 3 years | -6.99 | 17.99 | -39% |
| Returns for 5 years | 26.34 | 47.63 | 55% |
| Returns for 10 years | N/A | 90.58 | - |