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HWVAX vs SSGSX
HWVAX vs SSGSX Comparison
Open Charts HWVAX vs SSGSX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.44
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets814.94M
Victory Sycamore Small Company Opp A
Price$47.07
Change+$0.20 (+0.43%)
VolumeN/A
Net Assets5.52B
HWVAX vs SSGSX Comparison Chart in %
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HWVAX vs. SSGSX commentary
Oct 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: 5.52B vs. HWVAX (815M). HWVAX pays higher dividends than SSGSX: HWVAX (0.65) vs SSGSX (0.48). HWVAX was incepted earlier than SSGSX: HWVAX (11 years) vs SSGSX (27 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 : -0.75 vs. SSGSX (-3.20). HWVAX return over 5 years is better than : 58.70 vs. SSGSX (27.06).
| 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 | 27 years | - |
| Gain YTD | 1.800 | 1.378 | 131% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 815M | 5.52B | 15% |
| Annual Yield % from dividends | 0.65 | 0.48 | 136% |
| Returns for 1 year | -0.75 | -3.20 | 23% |
| Returns for 3 years | 6.22 | 3.97 | 157% |
| Returns for 5 years | 58.70 | 27.06 | 217% |
| Returns for 10 years | 44.40 | 23.80 | 187% |
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