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HWSZX vs VSCAX
HWSZX vs VSCAX Comparison
Open Charts HWSZX vs VSCAX
Hotchkis & Wiley Small Cap Value Z
Price$75.91
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets664.16M
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
HWSZX vs VSCAX Comparison Chart in %
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HWSZX vs. VSCAX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. HWSZX (664M). HWSZX pays higher dividends than VSCAX: HWSZX (1.06) vs VSCAX (0.31). HWSZX was incepted earlier than VSCAX: HWSZX (6 years) vs VSCAX (27 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 (41.00). 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 : 8.71 vs. HWSZX (1.13). VSCAX return over 5 years is better than : 66.73 vs. HWSZX (45.94).
| 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 | 27 years | - |
| Gain YTD | 2.112 | 9.911 | 21% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 8.33B | 8% |
| Annual Yield % from dividends | 1.06 | 0.31 | 347% |
| Returns for 1 year | 1.13 | 8.71 | 13% |
| Returns for 3 years | 18.16 | 49.46 | 37% |
| Returns for 5 years | 45.94 | 66.73 | 69% |
| Returns for 10 years | N/A | 59.02 | - |
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