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HWVIX vs VSCAX
HWVIX vs VSCAX Comparison
Open Charts HWVIX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.69
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets825.96M
Invesco Small Cap Value A
Price$25.08
Change-$0.13 (-0.52%)
VolumeN/A
Net Assets7.3B
HWVIX vs VSCAX Comparison Chart in %
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HWVIX vs. VSCAX commentary
Sep 03, 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 HWVIX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.3B vs. HWVIX (826M). HWVIX pays higher dividends than VSCAX: HWVIX (0.81) vs VSCAX (0.32). HWVIX was incepted earlier than VSCAX: HWVIX (11 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than HWVIX (0.86). HWVIX (54.00) and VSCAX (52.00) have comparable annual turnover. VSCAX has a lower initial minimum investment than HWVIX: VSCAX (1000) vs HWVIX (250000). VSCAX annual gain was more profitable for investors over the last year : 6.05 vs. HWVIX (-2.21). VSCAX return over 5 years is better than : 117.39 vs. HWVIX (59.43).
| HWVIX | VSCAX | HWVIX / VSCAX | |
| Total Expense Ratio | 0.80 | 1.12 | 71% |
| Annual Report Gross Expense Ratio | 0.86 | 1.12 | 77% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 3.325 | 7.231 | 46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 7.3B | 11% |
| Annual Yield % from dividends | 0.81 | 0.32 | 251% |
| Returns for 1 year | -2.21 | 6.05 | -37% |
| Returns for 3 years | 5.61 | 45.04 | 12% |
| Returns for 5 years | 59.43 | 117.39 | 51% |
| Returns for 10 years | 52.79 | 39.69 | 133% |
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