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HWVZX vs VSIIX
HWVZX vs VSIIX Comparison
Open Charts HWVZX vs VSIIX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.62
Change+$0.12 (+0.96%)
VolumeN/A
Net Assets807.97M
Vanguard Small Cap Value Index I
Price$50.29
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
HWVZX vs VSIIX Comparison Chart in %
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HWVZX vs. VSIIX commentary
Sep 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 Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. HWVZX (808M). VSIIX pays higher dividends than HWVZX: VSIIX (1.98) vs HWVZX (0.85). HWVZX was incepted earlier than VSIIX: HWVZX (6 years) vs VSIIX (26 years). HWVZX (0.76) is less costly to investors than VSIIX (0.06). HWVZX is a more actively managed with annual turnover of: 54.00 vs. VSIIX (16.00). HWVZX has a lower initial minimum investment than VSIIX: HWVZX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 5.33 vs. HWVZX (-1.29). VSIIX return over 5 years is better than : 96.92 vs. HWVZX (71.60).
| HWVZX | VSIIX | HWVZX / VSIIX | |
| Total Expense Ratio | 0.76 | 0.06 | 1,267% |
| Annual Report Gross Expense Ratio | 0.76 | 0.06 | 1,267% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 2.435 | 5.937 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 808M | 59.2B | 1% |
| Annual Yield % from dividends | 0.85 | 1.98 | 43% |
| Returns for 1 year | -1.29 | 5.33 | -24% |
| Returns for 3 years | 14.98 | 47.97 | 31% |
| Returns for 5 years | 71.60 | 96.92 | 74% |
| Returns for 10 years | N/A | 129.38 | - |
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