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HWSAX vs SSGSX
HWSAX vs SSGSX Comparison
Open Charts HWSAX vs SSGSX
Hotchkis & Wiley Small Cap Value A
Price$74.21
Change-$0.74 (-0.99%)
VolumeN/A
Net Assets775.4M
Victory Sycamore Small Company Opp A
Price$45.49
Change-$0.48 (-1.04%)
VolumeN/A
Net Assets5.56B
HWSAX vs SSGSX Comparison Chart in %
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HWSAX vs. SSGSX commentary
Aug 16, 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 HWSAX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.56B vs. HWSAX (775M). HWSAX pays higher dividends than SSGSX: HWSAX (0.82) vs SSGSX (0.50). HWSAX was incepted earlier than SSGSX: HWSAX (25 years) vs SSGSX (26 years). SSGSX (1.26) and HWSAX (1.20) have similar cost to investors . HWSAX is a more actively managed with annual turnover of: 45.00 vs. SSGSX (37.00). SSGSX initial investment is less costly to investors than HWSAX (5%) vs HWSAX (5%). HWSAX (2500) and SSGSX (2500) have matching initial minimum investment requirements. HWSAX annual gain was more profitable for investors over the last year : -2.05 vs. SSGSX (-4.53). HWSAX return over 5 years is better than : 80.12 vs. SSGSX (17.10).
| HWSAX | SSGSX | HWSAX / SSGSX | |
| Total Expense Ratio | 1.20 | 1.26 | 95% |
| Annual Report Gross Expense Ratio | 1.20 | 1.26 | 95% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 1.545 | -0.991 | -156% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 775M | 5.56B | 14% |
| Annual Yield % from dividends | 0.82 | 0.50 | 164% |
| Returns for 1 year | -2.05 | -4.53 | 45% |
| Returns for 3 years | -0.87 | -8.81 | 10% |
| Returns for 5 years | 80.12 | 17.10 | 468% |
| Returns for 10 years | 33.59 | 16.44 | 204% |