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HWVAX vs VSCAX
HWVAX vs VSCAX Comparison
Open Charts HWVAX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.67
Change+$0.20 (+1.60%)
VolumeN/A
Net Assets833.22M
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets7.9B
HWVAX vs VSCAX Comparison Chart in %
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HWVAX vs. VSCAX commentary
Dec 04, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.9B vs. HWVAX (833M). HWVAX pays higher dividends than VSCAX: HWVAX (0.64) vs VSCAX (0.31). 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 : -0.15 vs. HWVAX (-10.36). VSCAX return over 5 years is better than : 80.13 vs. HWVAX (25.03).
| 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 | 2.291 | 13.526 | 17% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 833M | 7.9B | 11% |
| Annual Yield % from dividends | 0.64 | 0.31 | 210% |
| Returns for 1 year | -10.36 | -0.15 | 6,758% |
| Returns for 3 years | -4.27 | 35.94 | -12% |
| Returns for 5 years | 25.03 | 80.13 | 31% |
| Returns for 10 years | 41.09 | 42.28 | 97% |
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