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HWVAX vs VSCAX
HWVAX vs VSCAX Comparison
Open Charts HWVAX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$11.99
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets785.41M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
HWVAX vs VSCAX Comparison Chart in %
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HWVAX vs. VSCAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. HWVAX (785M). HWVAX pays higher dividends than VSCAX: HWVAX (0.65) 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 : 2.33 vs. HWVAX (-8.61). VSCAX return over 5 years is better than : 106.26 vs. HWVAX (44.14).
| 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 | -1.882 | 8.932 | -21% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 785M | 7.51B | 10% |
| Annual Yield % from dividends | 0.65 | 0.32 | 206% |
| Returns for 1 year | -8.61 | 2.33 | -369% |
| Returns for 3 years | 1.70 | 49.64 | 3% |
| Returns for 5 years | 44.14 | 106.26 | 42% |
| Returns for 10 years | 35.91 | 39.02 | 92% |
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