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HWSAX vs VSCAX
HWSAX vs VSCAX Comparison
Open Charts HWSAX vs VSCAX
Hotchkis & Wiley Small Cap Value A
Price$76.96
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets791.78M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
HWSAX vs VSCAX Comparison Chart in %
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HWSAX vs. VSCAX 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. HWSAX (792M). HWSAX pays higher dividends than VSCAX: HWSAX (0.78) vs VSCAX (0.32). HWSAX was incepted earlier than VSCAX: HWSAX (25 years) vs VSCAX (26 years). HWSAX (1.20) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HWSAX (45.00). VSCAX (6%) and HWSAX (5%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than HWSAX: VSCAX (1000) vs HWSAX (2500). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. HWSAX (0.37). VSCAX return over 5 years is better than : 116.87 vs. HWSAX (87.37).
| HWSAX | VSCAX | HWSAX / VSCAX | |
| Total Expense Ratio | 1.20 | 1.12 | 107% |
| Annual Report Gross Expense Ratio | 1.20 | 1.12 | 107% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 4.268 | 7.614 | 56% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 7.33B | 11% |
| Annual Yield % from dividends | 0.78 | 0.32 | 242% |
| Returns for 1 year | 0.37 | 12.12 | 3% |
| Returns for 3 years | 9.51 | 46.81 | 20% |
| Returns for 5 years | 87.37 | 116.87 | 75% |
| Returns for 10 years | 43.04 | 36.89 | 117% |
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