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HWVZX vs VSIAX
HWVZX vs VSIAX Comparison
Open Charts HWVZX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$11.35
Change-$0.24 (-2.07%)
VolumeN/A
Net Assets724.46M
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
HWVZX vs VSIAX Comparison Chart
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VS
VS
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. HWVZX (724M). VSIAX pays higher dividends than HWVZX: VSIAX (2.23) vs HWVZX (0.97). 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 : 3.83 vs. HWVZX (-4.48). VSIAX return over 5 years is better than : 80.63 vs. HWVZX (52.75).
| 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 | -7.873 | -4.304 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 54B | 1% |
| Annual Yield % from dividends | 0.97 | 2.23 | 43% |
| Returns for 1 year | -4.48 | 3.83 | -117% |
| Returns for 3 years | -4.84 | 26.16 | -18% |
| Returns for 5 years | 52.75 | 80.63 | 65% |
| Returns for 10 years | N/A | 80.44 | - |
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