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HWVZX vs VSCAX
HWVZX vs VSCAX Comparison
Open Charts HWVZX vs VSCAX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$11.97
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets772.54M
Invesco Small Cap Value A
Price$24.84
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.35B
HWVZX vs VSCAX Comparison Chart in %
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HWVZX 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 HWVZX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.35B vs. HWVZX (773M). HWVZX pays higher dividends than VSCAX: HWVZX (0.89) vs VSCAX (0.32). HWVZX was incepted earlier than VSCAX: HWVZX (6 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than HWVZX (0.78). HWVZX is a more actively managed with annual turnover of: 60.00 vs. VSCAX (52.00). 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 : -3.06 vs. HWVZX (-11.57). VSCAX return over 5 years is better than : 75.36 vs. HWVZX (24.79).
| HWVZX | VSCAX | HWVZX / VSCAX | |
| Total Expense Ratio | 0.78 | 1.10 | 71% |
| Annual Report Gross Expense Ratio | 0.78 | 1.10 | 71% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | -3.247 | 5.657 | -57% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 7.35B | 11% |
| Annual Yield % from dividends | 0.89 | 0.32 | 278% |
| Returns for 1 year | -11.57 | -3.06 | 378% |
| Returns for 3 years | -7.09 | 30.86 | -23% |
| Returns for 5 years | 24.79 | 75.36 | 33% |
| Returns for 10 years | N/A | 34.62 | - |
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