HWSZX
Price
$75.80
Change
+$0.41 (+0.54%)
Updated
Jul 25 closing price
Net Assets
779.04M
VSIAX
Price
$87.39
Change
+$0.46 (+0.53%)
Updated
Jul 25 closing price
Net Assets
55.61B
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HWSZX vs VSIAX

Header iconHWSZX vs VSIAX Comparison
Open Charts HWSZX vs VSIAXBanner chart's image
Hotchkis & Wiley Small Cap Value Z
Price$75.80
Change+$0.41 (+0.54%)
VolumeN/A
Net Assets779.04M
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
HWSZX vs VSIAX Comparison Chart in %
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VS
HWSZX vs. VSIAX commentary
Jul 27, 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 Hold and VSIAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. HWSZX (779M). VSIAX pays higher dividends than HWSZX: VSIAX (2.11) vs HWSZX (1.12). 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 : 5.59 vs. HWSZX (-4.81). HWSZX return over 5 years is better than : 97.70 vs. VSIAX (88.99).
HWSZXVSIAXHWSZX / VSIAX
Total Expense Ratio0.860.071,229%
Annual Report Gross Expense Ratio0.860.071,229%
Fund Existence6 years14 years-
Gain YTD1.9642.90468%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets779M55.6B1%
Annual Yield % from dividends1.122.1153%
Returns for 1 year-4.815.59-86%
Returns for 3 years9.4331.0830%
Returns for 5 years97.7088.99110%
Returns for 10 yearsN/A102.83-
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