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HWSAX vs SSGSX
HWSAX vs SSGSX Comparison
Open Charts HWSAX vs SSGSX
Hotchkis & Wiley Small Cap Value A
Price$74.27
Change+$0.44 (+0.60%)
VolumeN/A
Net Assets776.81M
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
HWSAX vs SSGSX Comparison Chart in %
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HWSAX vs. SSGSX commentary
Jul 06, 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 HWSAX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. HWSAX (777M). HWSAX pays higher dividends than SSGSX: HWSAX (0.84) vs SSGSX (0.51). HWSAX was incepted earlier than SSGSX: HWSAX (25 years) vs SSGSX (26 years). SSGSX (1.26) and HWSAX (1.20) have similar cost to investors . HWSAX is a more actively managed with annual turnover of: 45.00 vs. SSGSX (37.00). SSGSX initial investment is less costly to investors than HWSAX (5%) vs HWSAX (5%). HWSAX (2500) and SSGSX (2500) have matching initial minimum investment requirements. HWSAX (-1.23) and SSGSX (-1.26) have marching annual gain over last year. HWSAX return over 5 years is better than : 102.54 vs. SSGSX (29.33).
| HWSAX | SSGSX | HWSAX / SSGSX | |
| Total Expense Ratio | 1.20 | 1.26 | 95% |
| Annual Report Gross Expense Ratio | 1.20 | 1.26 | 95% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 0.623 | -2.068 | -30% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 5.82B | 13% |
| Annual Yield % from dividends | 0.84 | 0.51 | 166% |
| Returns for 1 year | -1.23 | -1.26 | 98% |
| Returns for 3 years | 12.39 | 2.38 | 521% |
| Returns for 5 years | 102.54 | 29.33 | 350% |
| Returns for 10 years | 26.47 | 16.52 | 160% |
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