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HWSZX vs VSIIX
HWSZX vs VSIIX Comparison
Open Charts HWSZX vs VSIIX
Hotchkis & Wiley Small Cap Value Z
Price$75.80
Change+$0.41 (+0.54%)
VolumeN/A
Net Assets779.04M
Vanguard Small Cap Value Index I
Price$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
HWSZX vs VSIIX Comparison Chart in %
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HWSZX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. HWSZX (779M). VSIIX pays higher dividends than HWSZX: VSIIX (2.12) vs HWSZX (1.12). 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 : 5.59 vs. HWSZX (-4.81). HWSZX return over 5 years is better than : 97.70 vs. VSIIX (89.04).
| 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 | 1.964 | 2.903 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 779M | 55.6B | 1% |
| Annual Yield % from dividends | 1.12 | 2.12 | 53% |
| Returns for 1 year | -4.81 | 5.59 | -86% |
| Returns for 3 years | 9.43 | 31.09 | 30% |
| Returns for 5 years | 97.70 | 89.04 | 110% |
| Returns for 10 years | N/A | 102.89 | - |
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