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HWVIX vs VSCAX
HWVIX vs VSCAX Comparison
Open Charts HWVIX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.25
Change-$0.15 (-1.21%)
VolumeN/A
Net Assets803.73M
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
HWVIX vs VSCAX Comparison Chart in %
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HWVIX vs. VSCAX commentary
Nov 14, 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. HWVIX (804M). HWVIX pays higher dividends than VSCAX: HWVIX (0.84) 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 : -1.85 vs. HWVIX (-10.34). VSCAX return over 5 years is better than : 86.36 vs. HWVIX (32.46).
| 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 | -0.649 | 9.230 | -7% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 7.75B | 10% |
| Annual Yield % from dividends | 0.84 | 0.32 | 265% |
| Returns for 1 year | -10.34 | -1.85 | 560% |
| Returns for 3 years | -4.82 | 35.01 | -14% |
| Returns for 5 years | 32.46 | 86.36 | 38% |
| Returns for 10 years | 42.33 | 41.14 | 103% |
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