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HWSAX vs VSCAX
HWSAX vs VSCAX Comparison
Open Charts HWSAX vs VSCAX
Hotchkis & Wiley Small Cap Value A
Price$73.27
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets714.44M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
HWSAX vs VSCAX Comparison Chart in %
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HWSAX vs. VSCAX commentary
Oct 19, 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. HWSAX (714M). HWSAX pays higher dividends than VSCAX: HWSAX (0.79) vs VSCAX (0.32). HWSAX was incepted earlier than VSCAX: HWSAX (25 years) vs VSCAX (26 years). HWSAX (1.20) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HWSAX (45.00). VSCAX (6%) and HWSAX (5%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than HWSAX: VSCAX (1000) vs HWSAX (2500). VSCAX annual gain was more profitable for investors over the last year : 2.33 vs. HWSAX (-9.28). VSCAX return over 5 years is better than : 106.26 vs. HWSAX (77.08).
| HWSAX | VSCAX | HWSAX / VSCAX | |
| Total Expense Ratio | 1.20 | 1.10 | 109% |
| Annual Report Gross Expense Ratio | 1.20 | 1.10 | 109% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | -0.732 | 8.932 | -8% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 7.51B | 10% |
| Annual Yield % from dividends | 0.79 | 0.32 | 251% |
| Returns for 1 year | -9.28 | 2.33 | -398% |
| Returns for 3 years | 3.72 | 49.64 | 8% |
| Returns for 5 years | 77.08 | 106.26 | 73% |
| Returns for 10 years | 31.88 | 39.02 | 82% |
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