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HWVAX vs SSGSX
HWVAX vs SSGSX Comparison
Open Charts HWVAX vs SSGSX
Hotchkis & Wiley Sm Cp Divers Val A
Price$13.51
Change+$1.33 (+10.92%)
VolumeN/A
Net Assets807.91M
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
HWVAX vs SSGSX Comparison Chart in %
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HWVAX vs. SSGSX commentary
Feb 04, 2026
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 HWVAX is a Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.04B vs. HWVAX (808M). HWVAX pays higher dividends than SSGSX: HWVAX (0.69) vs SSGSX (0.58). HWVAX was incepted earlier than SSGSX: HWVAX (12 years) vs SSGSX (27 years). SSGSX (1.23) is less costly to investors than HWVAX (1.13). HWVAX is a more actively managed with annual turnover of: 60.00 vs. SSGSX (50.00). SSGSX initial investment is less costly to investors than HWVAX (5%) vs HWVAX (5%). HWVAX (2500) and SSGSX (2500) have matching initial minimum investment requirements. HWVAX annual gain was more profitable for investors over the last year : 8.63 vs. SSGSX (1.75). HWVAX return over 5 years is better than : 20.57 vs. SSGSX (0.79).
| HWVAX | SSGSX | HWVAX / SSGSX | |
| Total Expense Ratio | 1.06 | 1.23 | 86% |
| Annual Report Gross Expense Ratio | 1.13 | 1.23 | 92% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 8.019 | 7.563 | 106% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 808M | 5.04B | 16% |
| Annual Yield % from dividends | 0.69 | 0.58 | 119% |
| Returns for 1 year | 8.63 | 1.75 | 492% |
| Returns for 3 years | 4.97 | -3.60 | -138% |
| Returns for 5 years | 20.57 | 0.79 | 2,608% |
| Returns for 10 years | 80.60 | 52.22 | 154% |
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