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HWSZX vs SSGSX
HWSZX vs SSGSX Comparison
Open Charts HWSZX vs SSGSX
Hotchkis & Wiley Small Cap Value Z
Price$74.02
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets719.58M
Victory Sycamore Small Company Opp A
Price$45.95
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets5.31B
HWSZX vs SSGSX Comparison Chart in %
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HWSZX vs. SSGSX 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 HWSZX is a Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.31B vs. HWSZX (720M). HWSZX pays higher dividends than SSGSX: HWSZX (1.05) vs SSGSX (0.48). HWSZX was incepted earlier than SSGSX: HWSZX (6 years) vs SSGSX (27 years). SSGSX (1.26) is less costly to investors than HWSZX (0.89). HWSZX is a more actively managed with annual turnover of: 45.00 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than HWSZX: SSGSX (2500) vs HWSZX (1000000). SSGSX annual gain was more profitable for investors over the last year : -8.48 vs. HWSZX (-8.94). HWSZX return over 5 years is better than : 79.84 vs. SSGSX (18.06).
| HWSZX | SSGSX | HWSZX / SSGSX | |
| Total Expense Ratio | 0.89 | 1.26 | 71% |
| Annual Report Gross Expense Ratio | 0.89 | 1.26 | 71% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | -0.430 | -1.034 | 42% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 5.31B | 14% |
| Annual Yield % from dividends | 1.05 | 0.48 | 220% |
| Returns for 1 year | -8.94 | -8.48 | 105% |
| Returns for 3 years | 4.58 | 1.10 | 417% |
| Returns for 5 years | 79.84 | 18.06 | 442% |
| Returns for 10 years | N/A | 18.76 | - |
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