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HWSZX vs VSIAX
HWSZX vs VSIAX Comparison
Open Charts HWSZX vs VSIAX
Hotchkis & Wiley Small Cap Value Z
Price$77.50
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets791.78M
Vanguard Small Cap Value Index Admiral
Price$90.62
Change+$0.38 (+0.42%)
VolumeN/A
Net Assets59.22B
HWSZX vs VSIAX Comparison Chart in %
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HWSZX vs. VSIAX commentary
Sep 09, 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 HWSZX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. HWSZX (792M). VSIAX pays higher dividends than HWSZX: VSIAX (1.97) vs HWSZX (1.04). HWSZX was incepted earlier than VSIAX: HWSZX (6 years) vs VSIAX (14 years). HWSZX (0.86) is less costly to investors than VSIAX (0.07). HWSZX is a more actively managed with annual turnover of: 45.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than HWSZX: VSIAX (3000) vs HWSZX (1000000). VSIAX annual gain was more profitable for investors over the last year : 10.22 vs. HWSZX (0.71). HWSZX (90.29) and VSIAX (86.42) have equivalent 5 years return.
| HWSZX | VSIAX | HWSZX / VSIAX | |
| Total Expense Ratio | 0.86 | 0.07 | 1,229% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 4.533 | 6.707 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 59.2B | 1% |
| Annual Yield % from dividends | 1.04 | 1.97 | 53% |
| Returns for 1 year | 0.71 | 10.22 | 7% |
| Returns for 3 years | 10.40 | 36.67 | 28% |
| Returns for 5 years | 90.29 | 86.42 | 104% |
| Returns for 10 years | N/A | 117.84 | - |
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