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HWSIX vs VSCAX
HWSIX vs VSCAX Comparison
Open Charts HWSIX vs VSCAX
Hotchkis & Wiley Small Cap Value I
Price$75.22
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets769.78M
Invesco Small Cap Value A
Price$24.31
Change-$0.12 (-0.49%)
VolumeN/A
Net Assets7.01B
HWSIX vs VSCAX Comparison Chart in %
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HWSIX vs. VSCAX commentary
Aug 20, 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 HWSIX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.01B vs. HWSIX (770M). HWSIX pays higher dividends than VSCAX: HWSIX (1.02) vs VSCAX (0.34). HWSIX was incepted earlier than VSCAX: HWSIX (40 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than HWSIX (1.05). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HWSIX (45.00). VSCAX has a lower initial minimum investment than HWSIX: VSCAX (1000) vs HWSIX (250000). VSCAX annual gain was more profitable for investors over the last year : 4.86 vs. HWSIX (-3.64). VSCAX return over 5 years is better than : 111.25 vs. HWSIX (86.01).
| HWSIX | VSCAX | HWSIX / VSCAX | |
| Total Expense Ratio | 0.97 | 1.12 | 87% |
| Annual Report Gross Expense Ratio | 1.05 | 1.12 | 94% |
| Fund Existence | 40 years | 26 years | - |
| Gain YTD | 1.157 | 3.403 | 34% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 7.01B | 11% |
| Annual Yield % from dividends | 1.02 | 0.34 | 301% |
| Returns for 1 year | -3.64 | 4.86 | -75% |
| Returns for 3 years | -0.12 | 32.27 | -0% |
| Returns for 5 years | 86.01 | 111.25 | 77% |
| Returns for 10 years | 42.07 | 33.83 | 124% |
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