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HWVAX vs SSGSX
HWVAX vs SSGSX Comparison
Open Charts HWVAX vs SSGSX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.49
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets816.71M
Victory Sycamore Small Company Opp A
Price$46.75
Change+$0.49 (+1.06%)
VolumeN/A
Net Assets5.51B
HWVAX vs SSGSX Comparison Chart in %
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HWVAX vs. SSGSX commentary
Sep 29, 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 HWVAX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. HWVAX (817M). HWVAX pays higher dividends than SSGSX: HWVAX (0.64) vs SSGSX (0.47). HWVAX was incepted earlier than SSGSX: HWVAX (11 years) vs SSGSX (27 years). SSGSX (1.26) is less costly to investors than HWVAX (1.12). HWVAX is a more actively managed with annual turnover of: 54.00 vs. SSGSX (37.00). 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 : -1.60 vs. SSGSX (-4.89). HWVAX return over 5 years is better than : 69.28 vs. SSGSX (31.67).
| HWVAX | SSGSX | HWVAX / SSGSX | |
| Total Expense Ratio | 1.05 | 1.26 | 83% |
| Annual Report Gross Expense Ratio | 1.12 | 1.26 | 89% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 2.209 | 0.689 | 321% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 5.52B | 15% |
| Annual Yield % from dividends | 0.64 | 0.47 | 134% |
| Returns for 1 year | -1.60 | -4.89 | 33% |
| Returns for 3 years | 14.05 | 9.83 | 143% |
| Returns for 5 years | 69.28 | 31.67 | 219% |
| Returns for 10 years | 53.18 | 27.73 | 192% |
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