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HWVAX vs SSGSX
HWVAX vs SSGSX Comparison
Open Charts HWVAX vs SSGSX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.15
Change+$0.09 (+0.75%)
VolumeN/A
Net Assets772.22M
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
HWVAX vs SSGSX Comparison Chart in %
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HWVAX vs. SSGSX commentary
Jul 07, 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. HWVAX (772M). HWVAX pays higher dividends than SSGSX: HWVAX (0.69) vs SSGSX (0.51). 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 : 2.12 vs. SSGSX (-1.26). HWVAX return over 5 years is better than : 65.75 vs. SSGSX (29.33).
| 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 | -0.573 | -2.068 | 28% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 5.82B | 13% |
| Annual Yield % from dividends | 0.69 | 0.51 | 137% |
| Returns for 1 year | 2.12 | -1.26 | -168% |
| Returns for 3 years | 1.42 | 2.38 | 60% |
| Returns for 5 years | 65.75 | 29.33 | 224% |
| Returns for 10 years | 30.22 | 16.52 | 183% |