Ad is loading...
HWSIX vs SSGSX
HWSIX vs SSGSX Comparison
Open Charts HWSIX vs SSGSX
Hotchkis & Wiley Small Cap Value I
Price$64.68
Change-$5.71 (-8.11%)
VolumeN/A
Net Assets772.9M
Victory Sycamore Small Company Opp A
Price$40.36
Change-$3.24 (-7.43%)
VolumeN/A
Net Assets5.88B
HWSIX vs SSGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HWSIX vs. SSGSX commentary
Apr 04, 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 HWSIX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.88B vs. HWSIX (773M). HWSIX pays higher dividends than SSGSX: HWSIX (1.08) vs SSGSX (0.52). HWSIX was incepted earlier than SSGSX: HWSIX (40 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than HWSIX (1.05). HWSIX is a more actively managed with annual turnover of: 45.00 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than HWSIX: SSGSX (2500) vs HWSIX (250000). SSGSX annual gain was more profitable for investors over the last year : -9.24 vs. HWSIX (-11.15). HWSIX return over 5 years is better than : 151.51 vs. SSGSX (51.13).
| HWSIX | SSGSX | HWSIX / SSGSX | |
| Total Expense Ratio | 0.97 | 1.26 | 77% |
| Annual Report Gross Expense Ratio | 1.05 | 1.26 | 83% |
| Fund Existence | 40 years | 26 years | - |
| Gain YTD | -5.339 | -6.095 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 5.88B | 13% |
| Annual Yield % from dividends | 1.08 | 0.52 | 210% |
| Returns for 1 year | -11.15 | -9.24 | 121% |
| Returns for 3 years | -9.83 | -10.59 | 93% |
| Returns for 5 years | 151.51 | 51.13 | 296% |
| Returns for 10 years | 17.74 | 10.74 | 165% |
View a ticker or compare two or three
VS
VS
Ad is loading...