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HWSZX vs VSCAX
HWSZX vs VSCAX Comparison
Open Charts HWSZX vs VSCAX
Hotchkis & Wiley Small Cap Value Z
Price$76.81
Change+$1.33 (+1.76%)
VolumeN/A
Net Assets703.85M
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets8.08B
HWSZX vs VSCAX Comparison Chart in %
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HWSZX vs. VSCAX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.08B vs. HWSZX (704M). HWSZX pays higher dividends than VSCAX: HWSZX (1.06) vs VSCAX (0.31). HWSZX was incepted earlier than VSCAX: HWSZX (6 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than HWSZX (0.89). 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 : 1.86 vs. HWSZX (-9.71). VSCAX return over 5 years is better than : 78.31 vs. HWSZX (46.87).
| HWSZX | VSCAX | HWSZX / VSCAX | |
| Total Expense Ratio | 0.89 | 1.10 | 81% |
| Annual Report Gross Expense Ratio | 0.89 | 1.10 | 81% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 3.323 | 16.121 | 21% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 8.08B | 9% |
| Annual Yield % from dividends | 1.06 | 0.31 | 347% |
| Returns for 1 year | -9.71 | 1.86 | -521% |
| Returns for 3 years | -1.38 | 39.04 | -4% |
| Returns for 5 years | 46.87 | 78.31 | 60% |
| Returns for 10 years | N/A | 45.54 | - |
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