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HWSAX vs VSIIX
HWSAX vs VSIIX Comparison
Open Charts HWSAX vs VSIIX
Hotchkis & Wiley Small Cap Value A
Price$77.43
Change+$0.79 (+1.03%)
VolumeN/A
Net Assets674.4M
Vanguard Small Cap Value Index I
Price$52.37
Change+$0.55 (+1.06%)
VolumeN/A
Net Assets59.64B
HWSAX vs VSIIX Comparison Chart in %
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HWSAX vs. VSIIX commentary
Dec 13, 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: 59.6B vs. HWSAX (674M). VSIIX pays higher dividends than HWSAX: VSIIX (1.98) vs HWSAX (0.80). 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 : 3.68 vs. HWSAX (-0.95). VSIIX return over 5 years is better than : 58.76 vs. HWSAX (51.67).
| 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 | 4.904 | 10.428 | 47% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 59.6B | 1% |
| Annual Yield % from dividends | 0.80 | 1.98 | 40% |
| Returns for 1 year | -0.95 | 3.68 | -26% |
| Returns for 3 years | 18.29 | 35.20 | 52% |
| Returns for 5 years | 51.67 | 58.76 | 88% |
| Returns for 10 years | 67.40 | 133.41 | 51% |
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