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HWVIX vs VSCAX
HWVIX vs VSCAX Comparison
Open Charts HWVIX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val I
Price$11.93
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets777.74M
Invesco Small Cap Value A
Price$25.00
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.36B
HWVIX vs VSCAX Comparison Chart in %
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HWVIX vs. VSCAX commentary
Nov 20, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.36B vs. HWVIX (778M). HWVIX pays higher dividends than VSCAX: HWVIX (0.84) vs VSCAX (0.32). HWVIX was incepted earlier than VSCAX: HWVIX (11 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than HWVIX (0.88). HWVIX is a more actively managed with annual turnover of: 60.00 vs. VSCAX (52.00). 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 : -3.38 vs. HWVIX (-10.97). VSCAX return over 5 years is better than : 77.11 vs. HWVIX (25.43).
| HWVIX | VSCAX | HWVIX / VSCAX | |
| Total Expense Ratio | 0.81 | 1.10 | 74% |
| Annual Report Gross Expense Ratio | 0.88 | 1.10 | 80% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -2.920 | 6.338 | -46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 7.36B | 11% |
| Annual Yield % from dividends | 0.84 | 0.32 | 265% |
| Returns for 1 year | -10.97 | -3.38 | 325% |
| Returns for 3 years | -6.85 | 31.70 | -22% |
| Returns for 5 years | 25.43 | 77.11 | 33% |
| Returns for 10 years | 37.89 | 35.49 | 107% |
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