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HWVIX vs VSIAX
HWVIX vs VSIAX Comparison
Open Charts HWVIX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.27
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets772.22M
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
HWVIX vs VSIAX Comparison Chart in %
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HWVIX vs. VSIAX commentary
Jul 07, 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 HWVIX is a Buy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. HWVIX (772M). VSIAX pays higher dividends than HWVIX: VSIAX (2.11) vs HWVIX (0.89). HWVIX was incepted earlier than VSIAX: HWVIX (11 years) vs VSIAX (14 years). HWVIX (0.86) is less costly to investors than VSIAX (0.07). HWVIX is a more actively managed with annual turnover of: 54.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than HWVIX: VSIAX (3000) vs HWVIX (250000). VSIAX annual gain was more profitable for investors over the last year : 11.67 vs. HWVIX (2.37). VSIAX return over 5 years is better than : 94.16 vs. HWVIX (67.75).
| HWVIX | VSIAX | HWVIX / VSIAX | |
| Total Expense Ratio | 0.80 | 0.07 | 1,143% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -0.487 | 2.044 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 54B | 1% |
| Annual Yield % from dividends | 0.89 | 2.11 | 42% |
| Returns for 1 year | 2.37 | 11.67 | 20% |
| Returns for 3 years | 1.74 | 34.88 | 5% |
| Returns for 5 years | 67.75 | 94.16 | 72% |
| Returns for 10 years | 33.37 | 96.53 | 35% |
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