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HWSZX vs VSIAX
HWSZX vs VSIAX Comparison
Open Charts HWSZX vs VSIAX
Hotchkis & Wiley Small Cap Value Z
Price$74.92
Change-$0.75 (-0.99%)
VolumeN/A
Net Assets768.53M
Vanguard Small Cap Value Index Admiral
Price$87.20
Change-$0.61 (-0.69%)
VolumeN/A
Net Assets56.44B
HWSZX vs VSIAX Comparison Chart in %
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HWSZX vs. VSIAX 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 HWSZX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. HWSZX (769M). VSIAX pays higher dividends than HWSZX: VSIAX (2.07) vs HWSZX (1.09). 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 : 6.63 vs. HWSZX (-2.68). HWSZX return over 5 years is better than : 81.14 vs. VSIAX (76.57).
| 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 | 0.780 | 2.680 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 769M | 56.4B | 1% |
| Annual Yield % from dividends | 1.09 | 2.07 | 52% |
| Returns for 1 year | -2.68 | 6.63 | -40% |
| Returns for 3 years | -1.06 | 19.32 | -5% |
| Returns for 5 years | 81.14 | 76.57 | 106% |
| Returns for 10 years | N/A | 99.65 | - |
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