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HWSAX vs VSIIX
HWSAX vs VSIIX Comparison
Open Charts HWSAX vs VSIIX
Hotchkis & Wiley Small Cap Value A
Price$74.21
Change-$0.74 (-0.99%)
VolumeN/A
Net Assets768.53M
Vanguard Small Cap Value Index I
Price$48.74
Change-$0.34 (-0.69%)
VolumeN/A
Net Assets56.44B
HWSAX vs VSIIX Comparison Chart in %
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HWSAX vs. VSIIX commentary
Aug 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 HWSAX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. HWSAX (769M). VSIIX pays higher dividends than HWSAX: VSIIX (2.08) vs HWSAX (0.82). HWSAX was incepted earlier than VSIIX: HWSAX (25 years) vs VSIIX (26 years). HWSAX (1.20) is less costly to investors than VSIIX (0.06). HWSAX is a more actively managed with annual turnover of: 45.00 vs. VSIIX (16.00). HWSAX has a lower initial minimum investment than VSIIX: HWSAX (2500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 6.63 vs. HWSAX (-3.02). HWSAX (78.34) and VSIIX (76.63) have equivalent 5 years return.
| HWSAX | VSIIX | HWSAX / VSIIX | |
| Total Expense Ratio | 1.20 | 0.06 | 2,000% |
| Annual Report Gross Expense Ratio | 1.20 | 0.06 | 2,000% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 0.542 | 2.672 | 20% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 769M | 56.4B | 1% |
| Annual Yield % from dividends | 0.82 | 2.08 | 39% |
| Returns for 1 year | -3.02 | 6.63 | -45% |
| Returns for 3 years | -1.85 | 19.32 | -10% |
| Returns for 5 years | 78.34 | 76.63 | 102% |
| Returns for 10 years | 32.27 | 99.67 | 32% |
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