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HWVZX vs VSCAX
HWVZX vs VSCAX Comparison
Open Charts HWVZX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.44
Change-$0.14 (-1.11%)
VolumeN/A
Net Assets815.78M
Invesco Small Cap Value A
Price$26.06
Change-$0.41 (-1.55%)
VolumeN/A
Net Assets7.61B
HWVZX vs VSCAX Comparison Chart in %
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HWVZX vs. VSCAX commentary
Oct 09, 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: 7.61B vs. HWVZX (816M). HWVZX pays higher dividends than VSCAX: HWVZX (0.87) 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 : 8.93 vs. HWVZX (-1.14). VSCAX return over 5 years is better than : 113.52 vs. HWVZX (50.77).
| 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 | 2.110 | 12.590 | 17% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 7.61B | 11% |
| Annual Yield % from dividends | 0.87 | 0.32 | 275% |
| Returns for 1 year | -1.14 | 8.93 | -13% |
| Returns for 3 years | 10.70 | 58.14 | 18% |
| Returns for 5 years | 50.77 | 113.52 | 45% |
| Returns for 10 years | N/A | 42.92 | - |
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