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HWVIX vs VSIAX
HWVIX vs VSIAX Comparison
Open Charts HWVIX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val I
Price$13.62
Change+$1.31 (+10.64%)
VolumeN/A
Net Assets815M
Vanguard Small Cap Value Index Admiral
Price$96.99
Change+$7.81 (+8.76%)
VolumeN/A
Net Assets59.85B
HWVIX vs VSIAX Comparison Chart in %
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HWVIX vs. VSIAX commentary
Feb 04, 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 HWVIX is a StrongBuy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.8B vs. HWVIX (815M). VSIAX pays higher dividends than HWVIX: VSIAX (1.85) vs HWVIX (1.07). HWVIX was incepted earlier than VSIAX: HWVIX (12 years) vs VSIAX (14 years). HWVIX (0.88) is less costly to investors than VSIAX (0.07). HWVIX is a more actively managed with annual turnover of: 60.00 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 : 12.04 vs. HWVIX (10.64). VSIAX return over 5 years is better than : 51.14 vs. HWVIX (19.31).
| HWVIX | VSIAX | HWVIX / VSIAX | |
| Total Expense Ratio | 0.81 | 0.07 | 1,157% |
| Annual Report Gross Expense Ratio | 0.88 | 0.07 | 1,257% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 8.439 | 6.559 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 815M | 59.8B | 1% |
| Annual Yield % from dividends | 1.07 | 1.85 | 58% |
| Returns for 1 year | 10.64 | 12.04 | 88% |
| Returns for 3 years | 5.75 | 29.92 | 19% |
| Returns for 5 years | 19.31 | 51.14 | 38% |
| Returns for 10 years | 85.11 | 162.42 | 52% |
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