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HWVZX vs VSIIX
HWVZX vs VSIIX Comparison
Open Charts HWVZX vs VSIIX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.11
Change-$0.13 (-1.06%)
VolumeN/A
Net Assets787.83M
Vanguard Small Cap Value Index I
Price$48.74
Change-$0.34 (-0.69%)
VolumeN/A
Net Assets56.44B
HWVZX vs VSIIX Comparison Chart in %
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HWVZX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. HWVZX (788M). VSIIX pays higher dividends than HWVZX: VSIIX (2.08) vs HWVZX (0.92). 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 : 6.63 vs. HWVZX (-3.18). VSIIX return over 5 years is better than : 76.63 vs. HWVZX (48.01).
| 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 | -1.705 | 2.672 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 56.4B | 1% |
| Annual Yield % from dividends | 0.92 | 2.08 | 44% |
| Returns for 1 year | -3.18 | 6.63 | -48% |
| Returns for 3 years | -8.65 | 19.32 | -45% |
| Returns for 5 years | 48.01 | 76.63 | 63% |
| Returns for 10 years | N/A | 99.67 | - |
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