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HWVZX vs VSIAX
HWVZX vs VSIAX Comparison
Open Charts HWVZX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.11
Change-$0.13 (-1.06%)
VolumeN/A
Net Assets787.83M
Vanguard Small Cap Value Index Admiral
Price$87.20
Change-$0.61 (-0.69%)
VolumeN/A
Net Assets56.44B
HWVZX vs VSIAX Comparison Chart in %
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HWVZX vs. VSIAX 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 HWVZX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. HWVZX (788M). VSIAX pays higher dividends than HWVZX: VSIAX (2.07) vs HWVZX (0.92). HWVZX was incepted earlier than VSIAX: HWVZX (6 years) vs VSIAX (14 years). HWVZX (0.76) is less costly to investors than VSIAX (0.07). HWVZX is a more actively managed with annual turnover of: 54.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than HWVZX: VSIAX (3000) vs HWVZX (1000000). VSIAX annual gain was more profitable for investors over the last year : 6.63 vs. HWVZX (-3.18). VSIAX return over 5 years is better than : 76.57 vs. HWVZX (48.01).
| HWVZX | VSIAX | HWVZX / VSIAX | |
| Total Expense Ratio | 0.76 | 0.07 | 1,086% |
| Annual Report Gross Expense Ratio | 0.76 | 0.07 | 1,086% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -1.705 | 2.680 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 56.4B | 1% |
| Annual Yield % from dividends | 0.92 | 2.07 | 45% |
| Returns for 1 year | -3.18 | 6.63 | -48% |
| Returns for 3 years | -8.65 | 19.32 | -45% |
| Returns for 5 years | 48.01 | 76.57 | 63% |
| Returns for 10 years | N/A | 99.65 | - |
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