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HWVAX vs VSIAX
HWVAX vs VSIAX Comparison
Open Charts HWVAX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$11.98
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets785.69M
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
HWVAX vs VSIAX Comparison Chart in %
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HWVAX vs. VSIAX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. HWVAX (786M). VSIAX pays higher dividends than HWVAX: VSIAX (2.11) vs HWVAX (0.69). 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 : 5.59 vs. HWVAX (-9.17). VSIAX return over 5 years is better than : 88.99 vs. HWVAX (58.25).
| 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 | -1.964 | 2.904 | -68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 55.6B | 1% |
| Annual Yield % from dividends | 0.69 | 2.11 | 33% |
| Returns for 1 year | -9.17 | 5.59 | -164% |
| Returns for 3 years | -1.16 | 31.08 | -4% |
| Returns for 5 years | 58.25 | 88.99 | 65% |
| Returns for 10 years | 34.36 | 102.83 | 33% |
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