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HWSAX vs SSGSX
HWSAX vs SSGSX Comparison
Open Charts HWSAX vs SSGSX
Hotchkis & Wiley Small Cap Value A
Price$69.68
Change-$1.12 (-1.58%)
VolumeN/A
Net Assets728.51M
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.52B
HWSAX vs SSGSX Comparison Chart
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HWSAX vs. SSGSX commentary
Jun 15, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. HWSAX (729M). HWSAX pays higher dividends than SSGSX: HWSAX (0.88) vs SSGSX (0.52). 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 annual gain was more profitable for investors over the last year : -7.01 vs. SSGSX (-8.36). HWSAX return over 5 years is better than : 85.42 vs. SSGSX (21.72).
| 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 | -5.595 | -8.400 | 67% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 729M | 5.52B | 13% |
| Annual Yield % from dividends | 0.88 | 0.52 | 169% |
| Returns for 1 year | -7.01 | -8.36 | 84% |
| Returns for 3 years | 1.76 | -3.90 | -45% |
| Returns for 5 years | 85.42 | 21.72 | 393% |
| Returns for 10 years | 14.29 | 7.10 | 201% |
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