Interact to see
Advertisement
Advertisement
HWSZX vs VSIIX
HWSZX vs VSIIX Comparison
Open Charts HWSZX vs VSIIX
Hotchkis & Wiley Small Cap Value Z
Price$77.50
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets791.78M
Vanguard Small Cap Value Index I
Price$50.65
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
HWSZX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWSZX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. HWSZX (792M). VSIIX pays higher dividends than HWSZX: VSIIX (1.98) vs HWSZX (1.04). HWSZX was incepted earlier than VSIIX: HWSZX (6 years) vs VSIIX (26 years). HWSZX (0.86) is less costly to investors than VSIIX (0.06). HWSZX is a more actively managed with annual turnover of: 45.00 vs. VSIIX (16.00). HWSZX has a lower initial minimum investment than VSIIX: HWSZX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 10.21 vs. HWSZX (0.71). HWSZX (90.29) and VSIIX (86.40) have equivalent 5 years return.
| HWSZX | VSIIX | HWSZX / VSIIX | |
| Total Expense Ratio | 0.86 | 0.06 | 1,433% |
| Annual Report Gross Expense Ratio | 0.86 | 0.06 | 1,433% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 4.533 | 6.695 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 59.2B | 1% |
| Annual Yield % from dividends | 1.04 | 1.98 | 53% |
| Returns for 1 year | 0.71 | 10.21 | 7% |
| Returns for 3 years | 10.40 | 36.67 | 28% |
| Returns for 5 years | 90.29 | 86.40 | 104% |
| Returns for 10 years | N/A | 117.87 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement