Ad is loading...
DFFVX vs HWSAX
DFFVX vs HWSAX Comparison
Open Charts DFFVX vs HWSAX
DFA US Targeted Value I
Price$28.91
Change+$0.35 (+1.23%)
VolumeN/A
Net Assets11.09B
Hotchkis & Wiley Small Cap Value A
Price$61.49
Change+$0.84 (+1.38%)
VolumeN/A
Net Assets671.89M
DFFVX vs HWSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. HWSAX commentary
Apr 12, 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 DFFVX is a Hold and HWSAX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.1B vs. HWSAX (672M). DFFVX pays higher dividends than HWSAX: DFFVX (1.63) vs HWSAX (0.87). DFFVX was incepted earlier than HWSAX: DFFVX (25 years) vs HWSAX (25 years). HWSAX (1.20) is less costly to investors than DFFVX (0.30). HWSAX is a more actively managed with annual turnover of: 45.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than HWSAX: DFFVX (0) vs HWSAX (2500). DFFVX annual gain was more profitable for investors over the last year : -8.07 vs. HWSAX (-21.78). DFFVX return over 5 years is better than : 95.36 vs. HWSAX (82.12).
| DFFVX | HWSAX | DFFVX / HWSAX | |
| Total Expense Ratio | 0.29 | 1.20 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.20 | 25% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | -15.518 | -17.830 | 87% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 672M | 1,652% |
| Annual Yield % from dividends | 1.63 | 0.87 | 188% |
| Returns for 1 year | -8.07 | -21.78 | 37% |
| Returns for 3 years | 2.49 | -19.12 | -13% |
| Returns for 5 years | 95.36 | 82.12 | 116% |
| Returns for 10 years | 32.02 | 0.86 | 3,707% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers