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HWVAX vs SSGSX
HWVAX vs SSGSX Comparison
Open Charts HWVAX vs SSGSX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.61
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets826M
Victory Sycamore Small Company Opp A
Price$47.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.64B
HWVAX vs SSGSX Comparison Chart in %
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HWVAX vs. SSGSX commentary
Sep 09, 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.64B vs. HWVAX (826M). HWVAX pays higher dividends than SSGSX: HWVAX (0.64) vs SSGSX (0.47). HWVAX was incepted earlier than SSGSX: HWVAX (11 years) vs SSGSX (26 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 : 1.33 vs. SSGSX (-1.56). HWVAX return over 5 years is better than : 57.08 vs. SSGSX (22.95).
| 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 | 26 years | - |
| Gain YTD | 3.601 | 2.046 | 176% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 5.64B | 15% |
| Annual Yield % from dividends | 0.64 | 0.47 | 134% |
| Returns for 1 year | 1.33 | -1.56 | -85% |
| Returns for 3 years | 6.85 | 3.97 | 172% |
| Returns for 5 years | 57.08 | 22.95 | 249% |
| Returns for 10 years | 47.76 | 24.71 | 193% |
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