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HWVZX vs VSIIX
HWVZX vs VSIIX Comparison
Open Charts HWVZX vs VSIIX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.10
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets785.69M
Vanguard Small Cap Value Index I
Price$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
HWVZX vs VSIIX Comparison Chart in %
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HWVZX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. HWVZX (786M). VSIIX pays higher dividends than HWVZX: VSIIX (2.12) vs HWVZX (0.93). 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 : 5.59 vs. HWVZX (-8.89). VSIIX return over 5 years is better than : 89.04 vs. HWVZX (60.38).
| 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 | -1.786 | 2.903 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 55.6B | 1% |
| Annual Yield % from dividends | 0.93 | 2.12 | 44% |
| Returns for 1 year | -8.89 | 5.59 | -159% |
| Returns for 3 years | -0.33 | 31.09 | -1% |
| Returns for 5 years | 60.38 | 89.04 | 68% |
| Returns for 10 years | N/A | 102.89 | - |
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