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HWVZX vs VSCAX
HWVZX vs VSCAX Comparison
Open Charts HWVZX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.12
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets783.01M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.55B
HWVZX vs VSCAX Comparison Chart in %
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HWVZX 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 HWVZX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.55B vs. HWVZX (783M). HWVZX pays higher dividends than VSCAX: HWVZX (0.87) vs VSCAX (0.32). 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 : 2.33 vs. HWVZX (-8.26). VSCAX return over 5 years is better than : 106.26 vs. HWVZX (46.09).
| 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 | -1.623 | 8.932 | -18% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 7.55B | 10% |
| Annual Yield % from dividends | 0.87 | 0.32 | 275% |
| Returns for 1 year | -8.26 | 2.33 | -354% |
| Returns for 3 years | 2.54 | 49.64 | 5% |
| Returns for 5 years | 46.09 | 106.26 | 43% |
| Returns for 10 years | N/A | 39.02 | - |
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