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HWSZX vs VSCAX
HWSZX vs VSCAX Comparison
Open Charts HWSZX vs VSCAX
Hotchkis & Wiley Small Cap Value Z
Price$77.38
Change-$0.28 (-0.36%)
VolumeN/A
Net Assets789.24M
Invesco Small Cap Value A
Price$25.31
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.23B
HWSZX vs VSCAX Comparison Chart in %
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HWSZX vs. VSCAX commentary
Aug 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 HWSZX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.23B vs. HWSZX (789M). HWSZX pays higher dividends than VSCAX: HWSZX (1.09) vs VSCAX (0.34). 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 : 7.51 vs. HWSZX (-1.89). VSCAX return over 5 years is better than : 112.00 vs. HWSZX (89.36).
| 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 | 4.466 | 6.976 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 789M | 7.23B | 11% |
| Annual Yield % from dividends | 1.09 | 0.34 | 320% |
| Returns for 1 year | -1.89 | 7.51 | -25% |
| Returns for 3 years | 5.36 | 38.48 | 14% |
| Returns for 5 years | 89.36 | 112.00 | 80% |
| Returns for 10 years | N/A | 36.23 | - |
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