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HWSZX vs VSCAX
HWSZX vs VSCAX Comparison
Open Charts HWSZX vs VSCAX
Hotchkis & Wiley Small Cap Value Z
Price$75.80
Change+$0.41 (+0.54%)
VolumeN/A
Net Assets779.04M
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
HWSZX vs VSCAX Comparison Chart in %
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HWSZX vs. VSCAX commentary
Jul 27, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. HWSZX (779M). HWSZX pays higher dividends than VSCAX: HWSZX (1.12) vs VSCAX (0.35). 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 : 5.38 vs. HWSZX (-4.81). VSCAX return over 5 years is better than : 124.82 vs. HWSZX (97.70).
| 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 | 1.964 | 3.998 | 49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 779M | 7.03B | 11% |
| Annual Yield % from dividends | 1.12 | 0.35 | 324% |
| Returns for 1 year | -4.81 | 5.38 | -90% |
| Returns for 3 years | 9.43 | 42.53 | 22% |
| Returns for 5 years | 97.70 | 124.82 | 78% |
| Returns for 10 years | N/A | 27.85 | - |
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