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HWVAX vs VSCAX
HWVAX vs VSCAX Comparison
Open Charts HWVAX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$11.58
Change+$0.09 (+0.78%)
VolumeN/A
Net Assets754.23M
Invesco Small Cap Value A
Price$23.90
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets6.86B
HWVAX vs VSCAX Comparison Chart in %
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HWVAX vs. VSCAX 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.86B vs. HWVAX (754M). HWVAX pays higher dividends than VSCAX: HWVAX (0.69) vs VSCAX (0.34). HWVAX was incepted earlier than VSCAX: HWVAX (11 years) vs VSCAX (26 years). HWVAX (1.12) and VSCAX (1.12) have similar cost to investors . HWVAX (54.00) and VSCAX (52.00) have comparable annual turnover. VSCAX (6%) and HWVAX (5%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than HWVAX: VSCAX (1000) vs HWVAX (2500). VSCAX annual gain was more profitable for investors over the last year : 7.22 vs. HWVAX (-9.61). VSCAX return over 5 years is better than : 105.53 vs. HWVAX (45.30).
| HWVAX | VSCAX | HWVAX / VSCAX | |
| Total Expense Ratio | 1.05 | 1.12 | 94% |
| Annual Report Gross Expense Ratio | 1.12 | 1.12 | 100% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -7.365 | 0.000 | - |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 6.86B | 11% |
| Annual Yield % from dividends | 0.69 | 0.34 | 203% |
| Returns for 1 year | -9.61 | 7.22 | -133% |
| Returns for 3 years | -9.31 | 32.48 | -29% |
| Returns for 5 years | 45.30 | 105.53 | 43% |
| Returns for 10 years | 28.18 | 22.37 | 126% |
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