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HWVIX vs VSCAX
HWVIX vs VSCAX Comparison
Open Charts HWVIX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.13
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets783.01M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.55B
HWVIX vs VSCAX Comparison Chart in %
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HWVIX vs. VSCAX commentary
Oct 18, 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 HWVIX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.55B vs. HWVIX (783M). HWVIX pays higher dividends than VSCAX: HWVIX (0.83) vs VSCAX (0.32). HWVIX was incepted earlier than VSCAX: HWVIX (11 years) vs VSCAX (26 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 : 2.33 vs. HWVIX (-8.29). VSCAX return over 5 years is better than : 106.26 vs. HWVIX (46.05).
| HWVIX | VSCAX | HWVIX / VSCAX | |
| Total Expense Ratio | 0.81 | 1.10 | 74% |
| Annual Report Gross Expense Ratio | 0.88 | 1.10 | 80% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -1.622 | 8.932 | -18% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 7.55B | 10% |
| Annual Yield % from dividends | 0.83 | 0.32 | 263% |
| Returns for 1 year | -8.29 | 2.33 | -356% |
| Returns for 3 years | 2.53 | 49.64 | 5% |
| Returns for 5 years | 46.05 | 106.26 | 43% |
| Returns for 10 years | 39.44 | 39.02 | 101% |
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