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HWSZX vs VSCAX
HWSZX vs VSCAX Comparison
Open Charts HWSZX vs VSCAX
Hotchkis & Wiley Small Cap Value Z
Price$74.92
Change-$0.75 (-0.99%)
VolumeN/A
Net Assets768.53M
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.03B
HWSZX vs VSCAX Comparison Chart in %
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HWSZX vs. VSCAX 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. HWSZX (769M). HWSZX pays higher dividends than VSCAX: HWSZX (1.09) vs VSCAX (0.34). 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 : 6.49 vs. HWSZX (-2.68). VSCAX return over 5 years is better than : 105.42 vs. HWSZX (81.14).
| 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 | 0.780 | 3.658 | 21% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 769M | 7.03B | 11% |
| Annual Yield % from dividends | 1.09 | 0.34 | 320% |
| Returns for 1 year | -2.68 | 6.49 | -41% |
| Returns for 3 years | -1.06 | 30.98 | -3% |
| Returns for 5 years | 81.14 | 105.42 | 77% |
| Returns for 10 years | N/A | 26.84 | - |
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