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HWSAX vs VSCAX
HWSAX vs VSCAX Comparison
Open Charts HWSAX vs VSCAX
Hotchkis & Wiley Small Cap Value A
Price$74.21
Change-$0.74 (-0.99%)
VolumeN/A
Net Assets775.4M
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.09B
HWSAX vs VSCAX Comparison Chart in %
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HWSAX vs. VSCAX 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.09B vs. HWSAX (775M). HWSAX pays higher dividends than VSCAX: HWSAX (0.82) vs VSCAX (0.34). 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 : 7.50 vs. HWSAX (-2.05). VSCAX return over 5 years is better than : 107.36 vs. HWSAX (80.12).
| 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 | 1.545 | 4.636 | 33% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 775M | 7.09B | 11% |
| Annual Yield % from dividends | 0.82 | 0.34 | 241% |
| Returns for 1 year | -2.05 | 7.50 | -27% |
| Returns for 3 years | -0.87 | 32.21 | -3% |
| Returns for 5 years | 80.12 | 107.36 | 75% |
| Returns for 10 years | 33.59 | 28.04 | 120% |