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HWVAX vs VSCAX
HWVAX vs VSCAX Comparison
Open Charts HWVAX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.44
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets814.94M
Invesco Small Cap Value A
Price$26.39
Change+$0.15 (+0.57%)
VolumeN/A
Net Assets7.71B
HWVAX vs VSCAX Comparison Chart in %
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HWVAX vs. VSCAX 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.71B vs. HWVAX (815M). HWVAX pays higher dividends than VSCAX: HWVAX (0.65) 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 : 9.78 vs. HWVAX (-0.75). VSCAX return over 5 years is better than : 129.32 vs. HWVAX (58.70).
| 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 | 1.800 | 12.250 | 15% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 815M | 7.71B | 11% |
| Annual Yield % from dividends | 0.65 | 0.32 | 206% |
| Returns for 1 year | -0.75 | 9.78 | -8% |
| Returns for 3 years | 6.22 | 54.20 | 11% |
| Returns for 5 years | 58.70 | 129.32 | 45% |
| Returns for 10 years | 44.40 | 45.04 | 99% |
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