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HWSZX vs VSCAX
HWSZX vs VSCAX Comparison
Open Charts HWSZX vs VSCAX
Hotchkis & Wiley Small Cap Value Z
Price$70.31
Change-$1.13 (-1.58%)
VolumeN/A
Net Assets740.05M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.55B
HWSZX vs VSCAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.55B vs. HWSZX (740M). HWSZX pays higher dividends than VSCAX: HWSZX (1.17) vs VSCAX (0.37). 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). HWSZX is a more actively managed with annual turnover of: 45.00 vs. VSCAX (40.00). 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 : 0.16 vs. HWSZX (-6.67). VSCAX return over 5 years is better than : 116.10 vs. HWSZX (88.32).
| 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 | -5.421 | -3.573 | 152% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740M | 6.55B | 11% |
| Annual Yield % from dividends | 1.17 | 0.37 | 320% |
| Returns for 1 year | -6.67 | 0.16 | -4,270% |
| Returns for 3 years | 2.58 | 29.03 | 9% |
| Returns for 5 years | 88.32 | 116.10 | 76% |
| Returns for 10 years | N/A | 10.55 | - |
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