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HWSZX vs SSGSX
HWSZX vs SSGSX Comparison
Open Charts HWSZX vs SSGSX
Hotchkis & Wiley Small Cap Value Z
Price$74.92
Change-$0.75 (-0.99%)
VolumeN/A
Net Assets768.53M
Victory Sycamore Small Company Opp A
Price$45.49
Change-$0.48 (-1.04%)
VolumeN/A
Net Assets5.5B
HWSZX vs SSGSX Comparison Chart in %
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HWSZX vs. SSGSX commentary
Aug 18, 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.5B vs. HWSZX (769M). HWSZX pays higher dividends than SSGSX: HWSZX (1.09) vs SSGSX (0.50). HWSZX was incepted earlier than SSGSX: HWSZX (6 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than HWSZX (0.86). 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). HWSZX annual gain was more profitable for investors over the last year : -2.68 vs. SSGSX (-5.53). HWSZX return over 5 years is better than : 81.14 vs. SSGSX (15.88).
| HWSZX | SSGSX | HWSZX / SSGSX | |
| Total Expense Ratio | 0.86 | 1.26 | 68% |
| Annual Report Gross Expense Ratio | 0.86 | 1.26 | 68% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 0.780 | -2.025 | -39% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 769M | 5.5B | 14% |
| Annual Yield % from dividends | 1.09 | 0.50 | 217% |
| Returns for 1 year | -2.68 | -5.53 | 48% |
| Returns for 3 years | -1.06 | -9.76 | 11% |
| Returns for 5 years | 81.14 | 15.88 | 511% |
| Returns for 10 years | N/A | 15.23 | - |
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