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HWVZX vs VSCAX
HWVZX vs VSCAX Comparison
Open Charts HWVZX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.25
Change-$0.14 (-1.13%)
VolumeN/A
Net Assets803.73M
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
HWVZX vs VSCAX Comparison Chart in %
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HWVZX 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 HWVZX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. HWVZX (804M). HWVZX pays higher dividends than VSCAX: HWVZX (0.89) 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 : -0.35 vs. HWVZX (-9.81). VSCAX return over 5 years is better than : 90.72 vs. HWVZX (34.26).
| 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 | 0.568 | 11.782 | 5% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 7.75B | 10% |
| Annual Yield % from dividends | 0.89 | 0.32 | 278% |
| Returns for 1 year | -9.81 | -0.35 | 2,806% |
| Returns for 3 years | -4.93 | 36.18 | -14% |
| Returns for 5 years | 34.26 | 90.72 | 38% |
| Returns for 10 years | N/A | 46.42 | - |
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