Interact to see
Advertisement
Advertisement
HWSZX vs VSCAX
HWSZX vs VSCAX Comparison
Open Charts HWSZX vs VSCAX
Hotchkis & Wiley Small Cap Value Z
Price$76.95
Change+$0.64 (+0.84%)
VolumeN/A
Net Assets752.84M
Invesco Small Cap Value A
Price$26.34
Change+$0.28 (+1.07%)
VolumeN/A
Net Assets7.61B
HWSZX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWSZX vs. VSCAX commentary
Oct 09, 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.61B vs. HWSZX (753M). HWSZX pays higher dividends than VSCAX: HWSZX (1.05) vs VSCAX (0.32). HWSZX was incepted earlier than VSCAX: HWSZX (6 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than HWSZX (0.86). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HWSZX (45.00). VSCAX has a lower initial minimum investment than HWSZX: VSCAX (1000) vs HWSZX (1000000). VSCAX annual gain was more profitable for investors over the last year : 9.03 vs. HWSZX (-3.34). VSCAX return over 5 years is better than : 112.98 vs. HWSZX (84.97).
| HWSZX | VSCAX | HWSZX / VSCAX | |
| Total Expense Ratio | 0.86 | 1.12 | 77% |
| Annual Report Gross Expense Ratio | 0.86 | 1.12 | 77% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 2.650 | 12.037 | 22% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753M | 7.61B | 10% |
| Annual Yield % from dividends | 1.05 | 0.32 | 332% |
| Returns for 1 year | -3.34 | 9.03 | -37% |
| Returns for 3 years | 11.69 | 57.36 | 20% |
| Returns for 5 years | 84.97 | 112.98 | 75% |
| Returns for 10 years | N/A | 42.22 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MCYSX | 13.69 | 0.10 | +0.74% |
| NYLI Candriam Emerging Markets Eq Cl R6 | |||
| AMECX | 27.59 | 0.04 | +0.15% |
| American Funds Income Fund of Amer A | |||
| JACAX | 59.74 | N/A | N/A |
| Janus Henderson VIT Forty Instl | |||
| SGISX | 38.73 | N/A | N/A |
| Steward Global Equity Income Fund I | |||
| GIFFX | 23.48 | N/A | N/A |
| Invesco Growth and Income R6 | |||