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HWVAX vs VSCAX
HWVAX vs VSCAX Comparison
Open Charts HWVAX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.49
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets816.71M
Invesco Small Cap Value A
Price$25.84
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets7.46B
HWVAX vs VSCAX Comparison Chart in %
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HWVAX vs. VSCAX commentary
Sep 29, 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: 7.46B vs. HWVAX (817M). HWVAX pays higher dividends than VSCAX: HWVAX (0.64) vs VSCAX (0.32). HWVAX was incepted earlier than VSCAX: HWVAX (11 years) vs VSCAX (26 years). HWVAX (1.12) and VSCAX (1.12) have similar cost to investors . HWVAX (54.00) and VSCAX (52.00) have comparable annual turnover. 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 : 6.52 vs. HWVAX (-1.60). VSCAX return over 5 years is better than : 140.21 vs. HWVAX (69.28).
| HWVAX | VSCAX | HWVAX / VSCAX | |
| Total Expense Ratio | 1.05 | 1.12 | 94% |
| Annual Report Gross Expense Ratio | 1.12 | 1.12 | 100% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 2.209 | 9.911 | 22% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 7.46B | 11% |
| Annual Yield % from dividends | 0.64 | 0.32 | 196% |
| Returns for 1 year | -1.60 | 6.52 | -24% |
| Returns for 3 years | 14.05 | 64.57 | 22% |
| Returns for 5 years | 69.28 | 140.21 | 49% |
| Returns for 10 years | 53.18 | 51.04 | 104% |
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