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HWSZX vs VSIIX
HWSZX vs VSIIX Comparison
Open Charts HWSZX vs VSIIX
Hotchkis & Wiley Small Cap Value Z
Price$80.04
Change+$4.13 (+5.44%)
VolumeN/A
Net Assets671.75M
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
HWSZX vs VSIIX Comparison Chart in %
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HWSZX vs. VSIIX commentary
Feb 05, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. HWSZX (672M). VSIIX pays higher dividends than HWSZX: VSIIX (1.86) vs HWSZX (1.13). HWSZX was incepted earlier than VSIIX: HWSZX (6 years) vs VSIIX (26 years). HWSZX (0.89) is less costly to investors than VSIIX (0.06). HWSZX is a more actively managed with annual turnover of: 41.00 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 : 12.05 vs. HWSZX (6.00). VSIIX return over 5 years is better than : 51.14 vs. HWSZX (41.88).
| HWSZX | VSIIX | HWSZX / VSIIX | |
| Total Expense Ratio | 0.89 | 0.06 | 1,483% |
| Annual Report Gross Expense Ratio | 0.89 | 0.06 | 1,483% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 7.077 | 6.545 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 672M | 59.8B | 1% |
| Annual Yield % from dividends | 1.13 | 1.86 | 61% |
| Returns for 1 year | 6.00 | 12.05 | 50% |
| Returns for 3 years | 11.70 | 29.92 | 39% |
| Returns for 5 years | 41.88 | 51.14 | 82% |
| Returns for 10 years | N/A | 162.42 | - |
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