Interact to see
Advertisement
Advertisement
ASVRX vs HWSZX
ASVRX vs HWSZX Comparison
Open Charts ASVRX vs HWSZX
American Century Small Cap Value R
Price$9.13
Change-$0.05 (-0.54%)
VolumeN/A
Net Assets4.56B
Hotchkis & Wiley Small Cap Value Z
Price$67.67
Change+$0.10 (+0.15%)
VolumeN/A
Net Assets699.31M
ASVRX vs HWSZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. HWSZX commentary
May 23, 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 ASVRX is a Hold and HWSZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.56B vs. HWSZX (699M). HWSZX pays higher dividends than ASVRX: HWSZX (1.24) vs ASVRX (0.54). ASVRX was incepted earlier than HWSZX: ASVRX (15 years) vs HWSZX (6 years). ASVRX (1.59) is less costly to investors than HWSZX (0.86). ASVRX (46.00) and HWSZX (45.00) have comparable annual turnover. ASVRX has a lower initial minimum investment than HWSZX: ASVRX (2500) vs HWSZX (1000000). ASVRX annual gain was more profitable for investors over the last year : -10.26 vs. HWSZX (-13.23). HWSZX return over 5 years is better than : 100.24 vs. ASVRX (65.38).
| ASVRX | HWSZX | ASVRX / HWSZX | |
| Total Expense Ratio | 1.59 | 0.86 | 185% |
| Annual Report Gross Expense Ratio | 1.59 | 0.86 | 185% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -9.467 | -9.107 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 699M | 653% |
| Annual Yield % from dividends | 0.54 | 1.24 | 44% |
| Returns for 1 year | -10.26 | -13.23 | 78% |
| Returns for 3 years | -0.75 | -5.80 | 13% |
| Returns for 5 years | 65.38 | 100.24 | 65% |
| Returns for 10 years | 2.65 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RNGFX | 62.97 | 0.13 | +0.21% |
| American Funds New Economy R5 | |||
| BIDVX | 15.01 | N/A | N/A |
| BlackRock GA Disciplined Vol Eq Instl | |||
| CIOAX | 18.51 | N/A | N/A |
| Calvert International Opportunities A | |||
| LFVAX | 23.79 | N/A | N/A |
| Lord Abbett Focused Small Cap Value A | |||
| RUSTX | 16.25 | -0.02 | -0.12% |
| Russell Inv US Strategic Equity M | |||