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HWSCX vs VSCAX
HWSCX vs VSCAX Comparison
Open Charts HWSCX vs VSCAX
Hotchkis & Wiley Small Cap Value C
Price$53.18
Change-$0.07 (-0.13%)
VolumeN/A
Net Assets749.57M
Invesco Small Cap Value A
Price$23.96
Change+$0.22 (+0.93%)
VolumeN/A
Net Assets6.83B
HWSCX vs VSCAX Comparison Chart in %
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HWSCX vs. VSCAX commentary
Aug 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 HWSCX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.83B vs. HWSCX (750M). HWSCX pays higher dividends than VSCAX: HWSCX (0.70) vs VSCAX (0.34). HWSCX was incepted earlier than VSCAX: HWSCX (24 years) vs VSCAX (26 years). HWSCX (1.95) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HWSCX (45.00). VSCAX has a lower initial minimum investment than HWSCX: VSCAX (1000) vs HWSCX (2500). VSCAX annual gain was more profitable for investors over the last year : 11.93 vs. HWSCX (-4.12). VSCAX return over 5 years is better than : 104.71 vs. HWSCX (63.33).
| HWSCX | VSCAX | HWSCX / VSCAX | |
| Total Expense Ratio | 1.95 | 1.12 | 174% |
| Annual Report Gross Expense Ratio | 1.95 | 1.12 | 174% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | -2.311 | 0.978 | -236% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 750M | 6.83B | 11% |
| Annual Yield % from dividends | 0.70 | 0.34 | 206% |
| Returns for 1 year | -4.12 | 11.93 | -35% |
| Returns for 3 years | -6.43 | 33.55 | -19% |
| Returns for 5 years | 63.33 | 104.71 | 60% |
| Returns for 10 years | 6.14 | 20.95 | 29% |
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