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HWSZX vs VSCAX
HWSZX vs VSCAX Comparison
Open Charts HWSZX vs VSCAX
Hotchkis & Wiley Small Cap Value Z
Price$77.50
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets791.78M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
HWSZX vs VSCAX Comparison Chart in %
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HWSZX vs. VSCAX commentary
Sep 09, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. HWSZX (792M). HWSZX pays higher dividends than VSCAX: HWSZX (1.04) vs VSCAX (0.32). HWSZX was incepted earlier than VSCAX: HWSZX (6 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than HWSZX (0.86). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HWSZX (45.00). VSCAX has a lower initial minimum investment than HWSZX: VSCAX (1000) vs HWSZX (1000000). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. HWSZX (0.71). VSCAX return over 5 years is better than : 116.87 vs. HWSZX (90.29).
| HWSZX | VSCAX | HWSZX / VSCAX | |
| Total Expense Ratio | 0.86 | 1.12 | 77% |
| Annual Report Gross Expense Ratio | 0.86 | 1.12 | 77% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 4.533 | 7.614 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 7.33B | 11% |
| Annual Yield % from dividends | 1.04 | 0.32 | 321% |
| Returns for 1 year | 0.71 | 12.12 | 6% |
| Returns for 3 years | 10.40 | 46.81 | 22% |
| Returns for 5 years | 90.29 | 116.87 | 77% |
| Returns for 10 years | N/A | 36.89 | - |
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