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HWVZX vs VSIAX
HWVZX vs VSIAX Comparison
Open Charts HWVZX vs VSIAX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.10
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets785.69M
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
HWVZX vs VSIAX Comparison Chart in %
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HWVZX vs. VSIAX commentary
Jul 27, 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 StrongBuy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. HWVZX (786M). VSIAX pays higher dividends than HWVZX: VSIAX (2.11) vs HWVZX (0.93). 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 : 5.59 vs. HWVZX (-8.89). VSIAX return over 5 years is better than : 88.99 vs. HWVZX (60.38).
| 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 | -1.786 | 2.904 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 55.6B | 1% |
| Annual Yield % from dividends | 0.93 | 2.11 | 44% |
| Returns for 1 year | -8.89 | 5.59 | -159% |
| Returns for 3 years | -0.33 | 31.08 | -1% |
| Returns for 5 years | 60.38 | 88.99 | 68% |
| Returns for 10 years | N/A | 102.83 | - |
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