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HWVZX vs VSCAX
HWVZX vs VSCAX Comparison
Open Charts HWVZX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.62
Change+$0.12 (+0.96%)
VolumeN/A
Net Assets807.97M
Invesco Small Cap Value A
Price$25.84
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets7.46B
HWVZX vs VSCAX Comparison Chart in %
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HWVZX vs. VSCAX commentary
Sep 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.46B vs. HWVZX (808M). HWVZX pays higher dividends than VSCAX: HWVZX (0.85) vs VSCAX (0.32). HWVZX was incepted earlier than VSCAX: HWVZX (6 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than HWVZX (0.76). HWVZX (54.00) and VSCAX (52.00) have comparable annual turnover. 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 : 5.32 vs. HWVZX (-1.29). VSCAX return over 5 years is better than : 137.52 vs. HWVZX (71.60).
| HWVZX | VSCAX | HWVZX / VSCAX | |
| Total Expense Ratio | 0.76 | 1.12 | 68% |
| Annual Report Gross Expense Ratio | 0.76 | 1.12 | 68% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 2.435 | 8.677 | 28% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 808M | 7.46B | 11% |
| Annual Yield % from dividends | 0.85 | 0.32 | 263% |
| Returns for 1 year | -1.29 | 5.32 | -24% |
| Returns for 3 years | 14.98 | 62.73 | 24% |
| Returns for 5 years | 71.60 | 137.52 | 52% |
| Returns for 10 years | N/A | 49.34 | - |
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