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HWVZX vs VSIIX
HWVZX vs VSIIX Comparison
Open Charts HWVZX vs VSIIX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.56
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets875.67M
Vanguard Small Cap Value Index I
Price$49.14
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
HWVZX vs VSIIX Comparison Chart
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HWVZX vs. VSIIX commentary
Jan 19, 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: 58.3B vs. HWVZX (876M). 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 : 18.50 vs. HWVZX (7.68). VSIIX return over 5 years is better than : 50.39 vs. HWVZX (23.38).
| 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 | 1.948 | 3.214 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 58.3B | 2% |
| Annual Yield % from dividends | 1.49 | 2.02 | 74% |
| Returns for 1 year | 7.68 | 18.50 | 42% |
| Returns for 3 years | -7.75 | 17.06 | -45% |
| Returns for 5 years | 23.38 | 50.39 | 46% |
| Returns for 10 years | N/A | 109.67 | - |
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