HWVAX
Price
$12.12
Change
-$0.14 (-1.14%)
Updated
Nov 13 closing price
Net Assets
803.73M
SSGSX
Price
$46.37
Change
+$0.09 (+0.19%)
Updated
Nov 12 closing price
Net Assets
5.22B
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HWVAX vs SSGSX

Header iconHWVAX vs SSGSX Comparison
Open Charts HWVAX vs SSGSXBanner chart's image
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.12
Change-$0.14 (-1.14%)
VolumeN/A
Net Assets803.73M
Victory Sycamore Small Company Opp A
Price$46.37
Change+$0.09 (+0.19%)
VolumeN/A
Net Assets5.22B
HWVAX vs SSGSX Comparison Chart in %
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HWVAX vs. SSGSX commentary
Nov 14, 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.

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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.22B vs. HWVAX (804M). HWVAX pays higher dividends than SSGSX: HWVAX (0.66) vs SSGSX (0.49). HWVAX was incepted earlier than SSGSX: HWVAX (11 years) vs SSGSX (27 years). SSGSX (1.26) is less costly to investors than HWVAX (1.13). HWVAX is a more actively managed with annual turnover of: 60.00 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 : -10.10 vs. SSGSX (-12.62). HWVAX return over 5 years is better than : 32.42 vs. SSGSX (8.71).
HWVAXSSGSXHWVAX / SSGSX
Total Expense Ratio1.061.2684%
Annual Report Gross Expense Ratio1.131.2690%
Fund Existence11 years27 years-
Gain YTD0.327-0.129-253%
Front Load5%6%91%
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets804M5.22B15%
Annual Yield % from dividends0.660.49136%
Returns for 1 year-10.10-12.6280%
Returns for 3 years-5.75-6.2592%
Returns for 5 years32.428.71372%
Returns for 10 years41.6920.45204%
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