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HWVZX vs VSCAX
HWVZX vs VSCAX Comparison
Open Charts HWVZX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.77
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets831.33M
Invesco Small Cap Value A
Price$25.81
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.32B
HWVZX vs VSCAX Comparison Chart in %
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HWVZX vs. VSCAX commentary
Dec 27, 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 StrongBuy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.32B vs. HWVZX (831M). HWVZX pays higher dividends than VSCAX: HWVZX (0.86) vs VSCAX (0.31). HWVZX was incepted earlier than VSCAX: HWVZX (6 years) vs VSCAX (27 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 : 8.99 vs. HWVZX (3.32). VSCAX return over 5 years is better than : 66.53 vs. HWVZX (23.80).
| 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 | 27 years | - |
| Gain YTD | 3.653 | 9.783 | 37% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 831M | 8.32B | 10% |
| Annual Yield % from dividends | 0.86 | 0.31 | 281% |
| Returns for 1 year | 3.32 | 8.99 | 37% |
| Returns for 3 years | 11.86 | 49.97 | 24% |
| Returns for 5 years | 23.80 | 66.53 | 36% |
| Returns for 10 years | N/A | 58.45 | - |