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HWSIX vs VSCAX
HWSIX vs VSCAX Comparison
Open Charts HWSIX vs VSCAX
Hotchkis & Wiley Small Cap Value I
Price$77.65
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets791.78M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
HWSIX vs VSCAX Comparison Chart in %
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HWSIX 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 HWSIX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. HWSIX (792M). HWSIX pays higher dividends than VSCAX: HWSIX (0.98) vs VSCAX (0.32). HWSIX was incepted earlier than VSCAX: HWSIX (40 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than HWSIX (1.05). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HWSIX (45.00). VSCAX has a lower initial minimum investment than HWSIX: VSCAX (1000) vs HWSIX (250000). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. HWSIX (0.63). VSCAX return over 5 years is better than : 116.87 vs. HWSIX (89.24).
| HWSIX | VSCAX | HWSIX / VSCAX | |
| Total Expense Ratio | 0.97 | 1.12 | 87% |
| Annual Report Gross Expense Ratio | 1.05 | 1.12 | 94% |
| Fund Existence | 40 years | 26 years | - |
| Gain YTD | 4.424 | 7.614 | 58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 7.33B | 11% |
| Annual Yield % from dividends | 0.98 | 0.32 | 302% |
| Returns for 1 year | 0.63 | 12.12 | 5% |
| Returns for 3 years | 10.26 | 46.81 | 22% |
| Returns for 5 years | 89.24 | 116.87 | 76% |
| Returns for 10 years | 45.82 | 36.89 | 124% |