Interact to see
Advertisement
Advertisement
HWSCX vs VSCAX
HWSCX vs VSCAX Comparison
Open Charts HWSCX vs VSCAX
Hotchkis & Wiley Small Cap Value C
Price$56.18
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets760.35M
Invesco Small Cap Value A
Price$26.47
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets7.71B
HWSCX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWSCX vs. VSCAX commentary
Oct 07, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.71B vs. HWSCX (760M). HWSCX pays higher dividends than VSCAX: HWSCX (0.68) vs VSCAX (0.32). 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 : 7.81 vs. HWSCX (-6.46). VSCAX return over 5 years is better than : 117.03 vs. HWSCX (70.28).
| 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 | 3.045 | 12.250 | 25% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 760M | 7.71B | 10% |
| Annual Yield % from dividends | 0.68 | 0.32 | 215% |
| Returns for 1 year | -6.46 | 7.81 | -83% |
| Returns for 3 years | 3.59 | 57.66 | 6% |
| Returns for 5 years | 70.28 | 117.03 | 60% |
| Returns for 10 years | 13.38 | 42.49 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement