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HWSZX vs SSGSX
HWSZX vs SSGSX Comparison
Open Charts HWSZX vs SSGSX
Hotchkis & Wiley Small Cap Value Z
Price$73.03
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets749.57M
Victory Sycamore Small Company Opp A
Price$44.14
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.37B
HWSZX vs SSGSX Comparison Chart in %
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HWSZX vs. SSGSX commentary
Aug 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 HWSZX is a Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.37B vs. HWSZX (750M). HWSZX pays higher dividends than SSGSX: HWSZX (1.09) vs SSGSX (0.50). HWSZX was incepted earlier than SSGSX: HWSZX (6 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than HWSZX (0.86). HWSZX is a more actively managed with annual turnover of: 45.00 vs. SSGSX (37.00). SSGSX has a lower initial minimum investment than HWSZX: SSGSX (2500) vs HWSZX (1000000). HWSZX annual gain was more profitable for investors over the last year : -0.86 vs. SSGSX (-5.17). HWSZX return over 5 years is better than : 82.29 vs. SSGSX (14.10).
| HWSZX | SSGSX | HWSZX / SSGSX | |
| Total Expense Ratio | 0.86 | 1.26 | 68% |
| Annual Report Gross Expense Ratio | 0.86 | 1.26 | 68% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | -1.641 | -4.932 | 33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 750M | 5.37B | 14% |
| Annual Yield % from dividends | 1.09 | 0.50 | 217% |
| Returns for 1 year | -0.86 | -5.17 | 17% |
| Returns for 3 years | 2.14 | -7.99 | -27% |
| Returns for 5 years | 82.29 | 14.10 | 583% |
| Returns for 10 years | N/A | 12.22 | - |
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