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HWVAX vs VSCAX
HWVAX vs VSCAX Comparison
Open Charts HWVAX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets803.27M
Invesco Small Cap Value A
Price$26.28
Change+$0.18 (+0.69%)
VolumeN/A
Net Assets7.75B
HWVAX vs VSCAX Comparison Chart in %
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HWVAX vs. VSCAX 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. HWVAX (803M). HWVAX pays higher dividends than VSCAX: HWVAX (0.66) vs VSCAX (0.32). HWVAX was incepted earlier than VSCAX: HWVAX (11 years) vs VSCAX (26 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 : -0.35 vs. HWVAX (-10.10). VSCAX return over 5 years is better than : 90.72 vs. HWVAX (32.42).
| HWVAX | VSCAX | HWVAX / VSCAX | |
| Total Expense Ratio | 1.06 | 1.10 | 96% |
| Annual Report Gross Expense Ratio | 1.13 | 1.10 | 103% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 0.327 | 11.782 | 3% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 7.75B | 10% |
| Annual Yield % from dividends | 0.66 | 0.32 | 208% |
| Returns for 1 year | -10.10 | -0.35 | 2,888% |
| Returns for 3 years | -5.75 | 36.18 | -16% |
| Returns for 5 years | 32.42 | 90.72 | 36% |
| Returns for 10 years | 41.69 | 46.42 | 90% |