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HWVAX vs VSCAX
HWVAX vs VSCAX Comparison
Open Charts HWVAX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$13.10
Change+$0.11 (+0.85%)
VolumeN/A
Net Assets855.41M
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
HWVAX vs VSCAX Comparison Chart in %
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HWVAX vs. VSCAX commentary
Jan 15, 2026
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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. HWVAX (855M). HWVAX pays higher dividends than VSCAX: HWVAX (0.73) vs VSCAX (0.25). HWVAX was incepted earlier than VSCAX: HWVAX (12 years) vs VSCAX (27 years). HWVAX (1.13) and VSCAX (1.10) have similar cost to investors . HWVAX is a more actively managed with annual turnover of: 60.00 vs. VSCAX (52.00). VSCAX (6%) and HWVAX (5%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than HWVAX: VSCAX (1000) vs HWVAX (2500). VSCAX annual gain was more profitable for investors over the last year : 13.42 vs. HWVAX (8.52). VSCAX return over 5 years is better than : 60.33 vs. HWVAX (13.24).
| HWVAX | VSCAX | HWVAX / VSCAX | |
| Total Expense Ratio | 1.06 | 1.10 | 96% |
| Annual Report Gross Expense Ratio | 1.13 | 1.10 | 103% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 4.170 | 7.230 | 58% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 855M | 8.84B | 10% |
| Annual Yield % from dividends | 0.73 | 0.25 | 290% |
| Returns for 1 year | 8.52 | 13.42 | 64% |
| Returns for 3 years | 6.08 | 49.33 | 12% |
| Returns for 5 years | 13.24 | 60.33 | 22% |
| Returns for 10 years | 75.95 | 99.03 | 77% |
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