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DFFVX vs HWSZX
DFFVX vs HWSZX Comparison
Open Charts DFFVX vs HWSZX
DFA US Targeted Value I
Price$30.36
Change+$0.58 (+1.95%)
VolumeN/A
Net Assets11.69B
Hotchkis & Wiley Small Cap Value Z
Price$65.08
Change+$1.34 (+2.10%)
VolumeN/A
Net Assets661.28M
DFFVX vs HWSZX Comparison Chart
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DFFVX vs. HWSZX commentary
Apr 25, 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 Buy and HWSZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.7B vs. HWSZX (661M). DFFVX pays higher dividends than HWSZX: DFFVX (1.63) vs HWSZX (1.15). DFFVX was incepted earlier than HWSZX: DFFVX (25 years) vs HWSZX (6 years). HWSZX (0.86) is less costly to investors than DFFVX (0.30). HWSZX is a more actively managed with annual turnover of: 45.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than HWSZX: DFFVX (0) vs HWSZX (1000000). DFFVX annual gain was more profitable for investors over the last year : -6.12 vs. HWSZX (-18.14). DFFVX (108.04) and HWSZX (105.19) have equivalent 5 years return.
| DFFVX | HWSZX | DFFVX / HWSZX | |
| Total Expense Ratio | 0.29 | 0.86 | 34% |
| Annual Report Gross Expense Ratio | 0.30 | 0.86 | 35% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -14.027 | -14.259 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 661M | 1,770% |
| Annual Yield % from dividends | 1.63 | 1.15 | 141% |
| Returns for 1 year | -6.12 | -18.14 | 34% |
| Returns for 3 years | 4.65 | -13.50 | -34% |
| Returns for 5 years | 108.04 | 105.19 | 103% |
| Returns for 10 years | 34.47 | N/A | - |
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