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HWSCX vs VSCAX
HWSCX vs VSCAX Comparison
Open Charts HWSCX vs VSCAX
Hotchkis & Wiley Small Cap Value C
Price$53.78
Change+$0.12 (+0.22%)
VolumeN/A
Net Assets719.58M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
HWSCX vs VSCAX Comparison Chart in %
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HWSCX 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 HWSCX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. HWSCX (720M). HWSCX pays higher dividends than VSCAX: HWSCX (0.68) vs VSCAX (0.32). HWSCX was incepted earlier than VSCAX: HWSCX (24 years) vs VSCAX (26 years). HWSCX (1.96) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HWSCX (45.00). VSCAX has a lower initial minimum investment than HWSCX: VSCAX (1000) vs HWSCX (2500). VSCAX annual gain was more profitable for investors over the last year : 2.33 vs. HWSCX (-11.97). VSCAX return over 5 years is better than : 106.26 vs. HWSCX (61.15).
| HWSCX | VSCAX | HWSCX / VSCAX | |
| Total Expense Ratio | 1.96 | 1.10 | 178% |
| Annual Report Gross Expense Ratio | 1.96 | 1.10 | 178% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | -1.339 | 8.932 | -15% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 7.51B | 10% |
| Annual Yield % from dividends | 0.68 | 0.32 | 215% |
| Returns for 1 year | -11.97 | 2.33 | -514% |
| Returns for 3 years | -4.22 | 49.64 | -9% |
| Returns for 5 years | 61.15 | 106.26 | 58% |
| Returns for 10 years | 9.76 | 39.02 | 25% |
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