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HWSIX vs VSCAX
HWSIX vs VSCAX Comparison
Open Charts HWSIX vs VSCAX
Hotchkis & Wiley Small Cap Value I
Price$74.69
Change+$0.74 (+1.00%)
VolumeN/A
Net Assets719.58M
Invesco Small Cap Value A
Price$26.07
Change+$0.46 (+1.80%)
VolumeN/A
Net Assets7.51B
HWSIX vs VSCAX Comparison Chart in %
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HWSIX vs. VSCAX commentary
Oct 21, 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: 7.51B vs. HWSIX (720M). HWSIX pays higher dividends than VSCAX: HWSIX (0.99) vs VSCAX (0.32). HWSIX was incepted earlier than VSCAX: HWSIX (40 years) vs VSCAX (26 years). VSCAX (1.10) and HWSIX (1.06) have similar cost to investors . 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 : 2.86 vs. HWSIX (-8.67). VSCAX return over 5 years is better than : 107.74 vs. HWSIX (78.07).
| HWSIX | VSCAX | HWSIX / VSCAX | |
| Total Expense Ratio | 0.99 | 1.10 | 90% |
| Annual Report Gross Expense Ratio | 1.06 | 1.10 | 96% |
| Fund Existence | 40 years | 26 years | - |
| Gain YTD | -0.551 | 8.932 | -6% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 7.51B | 10% |
| Annual Yield % from dividends | 0.99 | 0.32 | 312% |
| Returns for 1 year | -8.67 | 2.86 | -303% |
| Returns for 3 years | 3.33 | 47.60 | 7% |
| Returns for 5 years | 78.07 | 107.74 | 72% |
| Returns for 10 years | 33.76 | 37.98 | 89% |
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