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HWVAX vs SSGSX
HWVAX vs SSGSX Comparison
Open Charts HWVAX vs SSGSX
Hotchkis & Wiley Sm Cp Divers Val A
Price$11.99
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets785.41M
Victory Sycamore Small Company Opp A
Price$45.95
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets5.32B
HWVAX vs SSGSX Comparison Chart in %
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HWVAX vs. SSGSX commentary
Oct 19, 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: 5.32B vs. HWVAX (785M). HWVAX pays higher dividends than SSGSX: HWVAX (0.65) vs SSGSX (0.48). 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. SSGSX (-8.48) and HWVAX (-8.61) have marching annual gain over last year. HWVAX return over 5 years is better than : 44.14 vs. SSGSX (18.06).
| HWVAX | SSGSX | HWVAX / SSGSX | |
| Total Expense Ratio | 1.06 | 1.26 | 84% |
| Annual Report Gross Expense Ratio | 1.13 | 1.26 | 90% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | -1.882 | -1.034 | 182% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 785M | 5.32B | 15% |
| Annual Yield % from dividends | 0.65 | 0.48 | 136% |
| Returns for 1 year | -8.61 | -8.48 | 102% |
| Returns for 3 years | 1.70 | 1.10 | 155% |
| Returns for 5 years | 44.14 | 18.06 | 244% |
| Returns for 10 years | 35.91 | 18.76 | 191% |
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