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HWVAX vs SSGSX
HWVAX vs SSGSX Comparison
Open Charts HWVAX vs SSGSX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.52
Change-$0.18 (-1.42%)
VolumeN/A
Net Assets817.45M
Victory Sycamore Small Company Opp A
Price$47.10
Change-$0.65 (-1.36%)
VolumeN/A
Net Assets5.58B
HWVAX vs SSGSX Comparison Chart in %
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HWVAX vs. SSGSX commentary
Sep 15, 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: 5.58B vs. HWVAX (817M). HWVAX pays higher dividends than SSGSX: HWVAX (0.64) vs SSGSX (0.47). 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. HWVAX annual gain was more profitable for investors over the last year : 2.16 vs. SSGSX (-0.91). HWVAX return over 5 years is better than : 61.90 vs. SSGSX (27.21).
| 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 | 2.455 | 1.443 | 170% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 5.58B | 15% |
| Annual Yield % from dividends | 0.64 | 0.47 | 134% |
| Returns for 1 year | 2.16 | -0.91 | -237% |
| Returns for 3 years | 4.47 | 1.77 | 252% |
| Returns for 5 years | 61.90 | 27.21 | 227% |
| Returns for 10 years | 45.97 | 23.85 | 193% |
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