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HWVIX vs VSCAX
HWVIX vs VSCAX Comparison
Open Charts HWVIX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val I
Price$13.62
Change+$1.31 (+10.64%)
VolumeN/A
Net Assets815M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
HWVIX vs VSCAX Comparison Chart in %
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HWVIX vs. VSCAX commentary
Feb 05, 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 HWVIX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. HWVIX (815M). HWVIX pays higher dividends than VSCAX: HWVIX (1.07) vs VSCAX (0.23). HWVIX was incepted earlier than VSCAX: HWVIX (12 years) vs VSCAX (27 years). VSCAX (1.10) is less costly to investors than HWVIX (0.88). HWVIX is a more actively managed with annual turnover of: 60.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than HWVIX: VSCAX (1000) vs HWVIX (250000). VSCAX annual gain was more profitable for investors over the last year : 18.26 vs. HWVIX (10.64). VSCAX return over 5 years is better than : 68.92 vs. HWVIX (19.31).
| HWVIX | VSCAX | HWVIX / VSCAX | |
| Total Expense Ratio | 0.81 | 1.10 | 74% |
| Annual Report Gross Expense Ratio | 0.88 | 1.10 | 80% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 8.439 | 12.643 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 815M | 9.42B | 9% |
| Annual Yield % from dividends | 1.07 | 0.23 | 464% |
| Returns for 1 year | 10.64 | 18.26 | 58% |
| Returns for 3 years | 5.75 | 51.27 | 11% |
| Returns for 5 years | 19.31 | 68.92 | 28% |
| Returns for 10 years | 85.11 | 108.32 | 79% |
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