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HWVZX vs VSCAX
HWVZX vs VSCAX Comparison
Open Charts HWVZX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$11.59
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets753.52M
Invesco Small Cap Value A
Price$23.96
Change+$0.22 (+0.93%)
VolumeN/A
Net Assets6.83B
HWVZX vs VSCAX Comparison Chart in %
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HWVZX vs. VSCAX commentary
Aug 08, 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: 6.83B vs. HWVZX (754M). HWVZX pays higher dividends than VSCAX: HWVZX (0.92) vs VSCAX (0.34). 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 : 11.93 vs. HWVZX (-3.89). VSCAX return over 5 years is better than : 104.71 vs. HWVZX (45.58).
| 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 | -5.682 | 0.978 | -581% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 6.83B | 11% |
| Annual Yield % from dividends | 0.92 | 0.34 | 272% |
| Returns for 1 year | -3.89 | 11.93 | -33% |
| Returns for 3 years | -7.82 | 33.55 | -23% |
| Returns for 5 years | 45.58 | 104.71 | 44% |
| Returns for 10 years | N/A | 20.95 | - |
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