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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-$0.13 (-1.07%)
VolumeN/A
Net Assets787.83M
Victory Sycamore Small Company Opp A
Price$45.49
Change-$0.48 (-1.04%)
VolumeN/A
Net Assets5.5B
HWVAX vs SSGSX Comparison Chart in %
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HWVAX vs. SSGSX commentary
Aug 17, 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: 5.5B vs. HWVAX (788M). HWVAX pays higher dividends than SSGSX: HWVAX (0.69) vs SSGSX (0.50). 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 : -3.49 vs. SSGSX (-5.53). HWVAX return over 5 years is better than : 45.99 vs. SSGSX (15.88).
| 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 | -1.882 | -2.025 | 93% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 5.5B | 14% |
| Annual Yield % from dividends | 0.69 | 0.50 | 138% |
| Returns for 1 year | -3.49 | -5.53 | 63% |
| Returns for 3 years | -9.39 | -9.76 | 96% |
| Returns for 5 years | 45.99 | 15.88 | 290% |
| Returns for 10 years | 35.04 | 15.23 | 230% |