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HWVIX vs VSIIX
HWVIX vs VSIIX Comparison
Open Charts HWVIX vs VSIIX
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.12
Change-$0.13 (-1.06%)
VolumeN/A
Net Assets787.83M
Vanguard Small Cap Value Index I
Price$48.74
Change-$0.34 (-0.69%)
VolumeN/A
Net Assets56.44B
HWVIX vs VSIIX Comparison Chart in %
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HWVIX vs. VSIIX commentary
Aug 17, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. HWVIX (788M). VSIIX pays higher dividends than HWVIX: VSIIX (2.08) vs HWVIX (0.88). HWVIX was incepted earlier than VSIIX: HWVIX (11 years) vs VSIIX (26 years). HWVIX (0.86) is less costly to investors than VSIIX (0.06). HWVIX is a more actively managed with annual turnover of: 54.00 vs. VSIIX (16.00). HWVIX has a lower initial minimum investment than VSIIX: HWVIX (250000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 6.63 vs. HWVIX (-3.21). VSIIX return over 5 years is better than : 76.63 vs. HWVIX (47.80).
| HWVIX | VSIIX | HWVIX / VSIIX | |
| Total Expense Ratio | 0.80 | 0.06 | 1,333% |
| Annual Report Gross Expense Ratio | 0.86 | 0.06 | 1,433% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -1.703 | 2.672 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 56.4B | 1% |
| Annual Yield % from dividends | 0.88 | 2.08 | 42% |
| Returns for 1 year | -3.21 | 6.63 | -48% |
| Returns for 3 years | -8.72 | 19.32 | -45% |
| Returns for 5 years | 47.80 | 76.63 | 62% |
| Returns for 10 years | 38.44 | 99.67 | 39% |
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