Interact to see
Advertisement
Advertisement
HWSAX vs VSIIX
HWSAX vs VSIIX Comparison
Open Charts HWSAX vs VSIIX
Hotchkis & Wiley Small Cap Value A
Price$72.57
Change-$0.78 (-1.06%)
VolumeN/A
Net Assets696.8M
Vanguard Small Cap Value Index I
Price$49.49
Change-$0.69 (-1.38%)
VolumeN/A
Net Assets58.35B
HWSAX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWSAX vs. VSIIX commentary
Nov 14, 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 StrongBuy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. HWSAX (697M). VSIIX pays higher dividends than HWSAX: VSIIX (2.03) vs HWSAX (0.83). 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 : -0.54 vs. HWSAX (-11.74). VSIIX return over 5 years is better than : 65.22 vs. HWSAX (55.72).
| 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 | -0.623 | 5.810 | -11% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 58.3B | 1% |
| Annual Yield % from dividends | 0.83 | 2.03 | 41% |
| Returns for 1 year | -11.74 | -0.54 | 2,187% |
| Returns for 3 years | -5.72 | 27.41 | -21% |
| Returns for 5 years | 55.72 | 65.22 | 85% |
| Returns for 10 years | 36.36 | 117.27 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers