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HWVIX vs VSIIX
HWVIX vs VSIIX Comparison
Open Charts HWVIX vs VSIIX
Hotchkis & Wiley Sm Cp Divers Val I
Price$13.02
Change+$0.11 (+0.85%)
VolumeN/A
Net Assets847.11M
Vanguard Small Cap Value Index I
Price$52.37
Change+$0.55 (+1.06%)
VolumeN/A
Net Assets59.64B
HWVIX vs VSIIX Comparison Chart in %
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HWVIX vs. VSIIX commentary
Dec 13, 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 Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.6B vs. HWVIX (847M). VSIIX pays higher dividends than HWVIX: VSIIX (1.98) vs HWVIX (0.82). HWVIX was incepted earlier than VSIIX: HWVIX (11 years) vs VSIIX (26 years). HWVIX (0.88) is less costly to investors than VSIIX (0.06). HWVIX is a more actively managed with annual turnover of: 60.00 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 : 3.68 vs. HWVIX (-1.36). VSIIX return over 5 years is better than : 58.76 vs. HWVIX (27.24).
| HWVIX | VSIIX | HWVIX / VSIIX | |
| Total Expense Ratio | 0.81 | 0.06 | 1,350% |
| Annual Report Gross Expense Ratio | 0.88 | 0.06 | 1,467% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 5.596 | 10.428 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 847M | 59.6B | 1% |
| Annual Yield % from dividends | 0.82 | 1.98 | 41% |
| Returns for 1 year | -1.36 | 3.68 | -37% |
| Returns for 3 years | 11.49 | 35.20 | 33% |
| Returns for 5 years | 27.24 | 58.76 | 46% |
| Returns for 10 years | 64.14 | 133.41 | 48% |
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