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HWVAX vs SSGSX
HWVAX vs SSGSX Comparison
Open Charts HWVAX vs SSGSX
Hotchkis & Wiley Sm Cp Divers Val A
Price$11.58
Change+$0.09 (+0.78%)
VolumeN/A
Net Assets754.23M
Victory Sycamore Small Company Opp A
Price$44.25
Change+$0.13 (+0.29%)
VolumeN/A
Net Assets5.37B
HWVAX vs SSGSX Comparison Chart in %
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HWVAX vs. SSGSX commentary
Aug 06, 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 HWVAX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.37B vs. HWVAX (754M). HWVAX pays higher dividends than SSGSX: HWVAX (0.69) vs SSGSX (0.50). HWVAX was incepted earlier than SSGSX: HWVAX (11 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than HWVAX (1.12). HWVAX is a more actively managed with annual turnover of: 54.00 vs. SSGSX (37.00). SSGSX initial investment is less costly to investors than HWVAX (5%) vs HWVAX (5%). HWVAX (2500) and SSGSX (2500) have matching initial minimum investment requirements. SSGSX (-9.44) and HWVAX (-9.61) have marching annual gain over last year. HWVAX return over 5 years is better than : 45.30 vs. SSGSX (15.13).
| HWVAX | SSGSX | HWVAX / SSGSX | |
| Total Expense Ratio | 1.05 | 1.26 | 83% |
| Annual Report Gross Expense Ratio | 1.12 | 1.26 | 89% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -7.365 | -6.160 | 120% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 5.37B | 14% |
| Annual Yield % from dividends | 0.69 | 0.50 | 138% |
| Returns for 1 year | -9.61 | -9.44 | 102% |
| Returns for 3 years | -9.31 | -8.78 | 106% |
| Returns for 5 years | 45.30 | 15.13 | 299% |
| Returns for 10 years | 28.18 | 12.55 | 224% |
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