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HWSIX vs VSCAX
HWSIX vs VSCAX Comparison
Open Charts HWSIX vs VSCAX
Hotchkis & Wiley Small Cap Value I
Price$77.19
Change+$0.81 (+1.06%)
VolumeN/A
Net Assets767.81M
Invesco Small Cap Value A
Price$25.84
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets7.46B
HWSIX vs VSCAX Comparison Chart in %
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HWSIX vs. VSCAX commentary
Sep 29, 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.46B vs. HWSIX (768M). 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 : 6.52 vs. HWSIX (-3.01). VSCAX return over 5 years is better than : 140.21 vs. HWSIX (107.61).
| 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 | 3.806 | 9.911 | 38% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 768M | 7.46B | 10% |
| Annual Yield % from dividends | 0.98 | 0.32 | 302% |
| Returns for 1 year | -3.01 | 6.52 | -46% |
| Returns for 3 years | 20.04 | 64.57 | 31% |
| Returns for 5 years | 107.61 | 140.21 | 77% |
| Returns for 10 years | 51.78 | 51.04 | 101% |
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