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HWVAX vs VSCAX
HWVAX vs VSCAX Comparison
Open Charts HWVAX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.52
Change-$0.18 (-1.42%)
VolumeN/A
Net Assets817.45M
Invesco Small Cap Value A
Price$25.63
Change-$0.18 (-0.70%)
VolumeN/A
Net Assets7.36B
HWVAX vs VSCAX Comparison Chart in %
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HWVAX vs. VSCAX 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.36B vs. HWVAX (817M). HWVAX pays higher dividends than VSCAX: HWVAX (0.64) vs VSCAX (0.32). 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 : 13.38 vs. HWVAX (2.16). VSCAX return over 5 years is better than : 125.43 vs. HWVAX (61.90).
| 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 | 2.455 | 9.017 | 27% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 7.36B | 11% |
| Annual Yield % from dividends | 0.64 | 0.32 | 196% |
| Returns for 1 year | 2.16 | 13.38 | 16% |
| Returns for 3 years | 4.47 | 44.74 | 10% |
| Returns for 5 years | 61.90 | 125.43 | 49% |
| Returns for 10 years | 45.97 | 39.80 | 115% |
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