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HWVAX vs VSCAX
HWVAX vs VSCAX Comparison
Open Charts HWVAX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$13.51
Change+$1.33 (+10.92%)
VolumeN/A
Net Assets807.91M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.34B
HWVAX vs VSCAX Comparison Chart in %
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HWVAX vs. VSCAX commentary
Feb 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.34B vs. HWVAX (808M). HWVAX pays higher dividends than VSCAX: HWVAX (0.69) vs VSCAX (0.23). 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 : 15.75 vs. HWVAX (8.63). VSCAX return over 5 years is better than : 70.93 vs. HWVAX (20.57).
| 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 | 8.019 | 11.853 | 68% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 808M | 9.34B | 9% |
| Annual Yield % from dividends | 0.69 | 0.23 | 298% |
| Returns for 1 year | 8.63 | 15.75 | 55% |
| Returns for 3 years | 4.97 | 50.21 | 10% |
| Returns for 5 years | 20.57 | 70.93 | 29% |
| Returns for 10 years | 80.60 | 106.86 | 75% |
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