Interact to see
Advertisement
Advertisement
HWVZX vs VSCAX
HWVZX vs VSCAX Comparison
Open Charts HWVZX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.81
Change+$0.20 (+1.59%)
VolumeN/A
Net Assets833.22M
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets8.08B
HWVZX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWVZX vs. VSCAX commentary
Dec 04, 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 HWVZX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.08B vs. HWVZX (833M). HWVZX pays higher dividends than VSCAX: HWVZX (0.86) vs VSCAX (0.31). HWVZX was incepted earlier than VSCAX: HWVZX (6 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than HWVZX (0.78). HWVZX is a more actively managed with annual turnover of: 60.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than HWVZX: VSCAX (1000) vs HWVZX (1000000). VSCAX annual gain was more profitable for investors over the last year : -0.15 vs. HWVZX (-10.00). VSCAX return over 5 years is better than : 80.13 vs. HWVZX (26.89).
| HWVZX | VSCAX | HWVZX / VSCAX | |
| Total Expense Ratio | 0.78 | 1.10 | 71% |
| Annual Report Gross Expense Ratio | 0.78 | 1.10 | 71% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 2.597 | 13.526 | 19% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 833M | 8.08B | 10% |
| Annual Yield % from dividends | 0.86 | 0.31 | 281% |
| Returns for 1 year | -10.00 | -0.15 | 6,524% |
| Returns for 3 years | -3.45 | 35.94 | -10% |
| Returns for 5 years | 26.89 | 80.13 | 34% |
| Returns for 10 years | N/A | 42.28 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement