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HWSAX vs SSGSX
HWSAX vs SSGSX Comparison
Open Charts HWSAX vs SSGSX
Hotchkis & Wiley Small Cap Value A
Price$76.96
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets791.78M
Victory Sycamore Small Company Opp A
Price$47.38
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets5.64B
HWSAX vs SSGSX Comparison Chart in %
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HWSAX vs. SSGSX commentary
Sep 08, 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: 5.64B vs. HWSAX (792M). HWSAX pays higher dividends than SSGSX: HWSAX (0.78) vs SSGSX (0.47). 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 : 0.37 vs. SSGSX (-1.56). HWSAX return over 5 years is better than : 87.37 vs. SSGSX (22.95).
| 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 | 4.268 | 2.046 | 209% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 5.64B | 14% |
| Annual Yield % from dividends | 0.78 | 0.47 | 166% |
| Returns for 1 year | 0.37 | -1.56 | -24% |
| Returns for 3 years | 9.51 | 3.97 | 239% |
| Returns for 5 years | 87.37 | 22.95 | 381% |
| Returns for 10 years | 43.04 | 24.71 | 174% |
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