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HWVAX vs VSCAX
HWVAX vs VSCAX Comparison
Open Charts HWVAX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.61
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets826M
Invesco Small Cap Value A
Price$25.33
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets7.33B
HWVAX vs VSCAX Comparison Chart in %
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HWVAX vs. VSCAX commentary
Sep 09, 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: 7.33B vs. HWVAX (826M). 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 : 12.12 vs. HWVAX (1.33). VSCAX return over 5 years is better than : 116.87 vs. HWVAX (57.08).
| 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 | 3.601 | 7.614 | 47% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 7.33B | 11% |
| Annual Yield % from dividends | 0.64 | 0.32 | 196% |
| Returns for 1 year | 1.33 | 12.12 | 11% |
| Returns for 3 years | 6.85 | 46.81 | 15% |
| Returns for 5 years | 57.08 | 116.87 | 49% |
| Returns for 10 years | 47.76 | 36.89 | 129% |
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