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HWVAX vs VSIAX
HWVAX vs VSIAX Comparison
Open Charts HWVAX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.61
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets826M
Vanguard Small Cap Value Index Admiral
Price$90.50
Change-$0.12 (-0.13%)
VolumeN/A
Net Assets59.22B
HWVAX vs VSIAX Comparison Chart in %
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HWVAX vs. VSIAX 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 HWVAX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. HWVAX (826M). VSIAX pays higher dividends than HWVAX: VSIAX (1.97) vs HWVAX (0.64). HWVAX was incepted earlier than VSIAX: HWVAX (11 years) vs VSIAX (14 years). HWVAX (1.12) is less costly to investors than VSIAX (0.07). HWVAX is a more actively managed with annual turnover of: 54.00 vs. VSIAX (16.00). HWVAX has a lower initial minimum investment than VSIAX: HWVAX (2500) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 10.22 vs. HWVAX (1.33). VSIAX return over 5 years is better than : 86.42 vs. HWVAX (57.08).
| HWVAX | VSIAX | HWVAX / VSIAX | |
| Total Expense Ratio | 1.05 | 0.07 | 1,500% |
| Annual Report Gross Expense Ratio | 1.12 | 0.07 | 1,600% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 3.601 | 6.707 | 54% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 59.2B | 1% |
| Annual Yield % from dividends | 0.64 | 1.97 | 32% |
| Returns for 1 year | 1.33 | 10.22 | 13% |
| Returns for 3 years | 6.85 | 36.67 | 19% |
| Returns for 5 years | 57.08 | 86.42 | 66% |
| Returns for 10 years | 47.76 | 117.84 | 41% |
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