Interact to see
Advertisement
Advertisement
HWVZX vs VSCAX
HWVZX vs VSCAX Comparison
Open Charts HWVZX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.59
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets817.8M
Invesco Small Cap Value A
Price$25.62
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets7.49B
HWVZX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWVZX vs. VSCAX commentary
Sep 18, 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 HWVZX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.49B vs. HWVZX (818M). HWVZX pays higher dividends than VSCAX: HWVZX (0.85) vs VSCAX (0.32). HWVZX was incepted earlier than VSCAX: HWVZX (6 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than HWVZX (0.76). HWVZX (54.00) and VSCAX (52.00) have comparable annual turnover. VSCAX has a lower initial minimum investment than HWVZX: VSCAX (1000) vs HWVZX (1000000). VSCAX annual gain was more profitable for investors over the last year : 10.21 vs. HWVZX (-1.98). VSCAX return over 5 years is better than : 123.83 vs. HWVZX (59.82).
| HWVZX | VSCAX | HWVZX / VSCAX | |
| Total Expense Ratio | 0.76 | 1.12 | 68% |
| Annual Report Gross Expense Ratio | 0.76 | 1.12 | 68% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 2.435 | 9.188 | 27% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 818M | 7.49B | 11% |
| Annual Yield % from dividends | 0.85 | 0.32 | 263% |
| Returns for 1 year | -1.98 | 10.21 | -19% |
| Returns for 3 years | 6.25 | 48.11 | 13% |
| Returns for 5 years | 59.82 | 123.83 | 48% |
| Returns for 10 years | N/A | 42.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement