Ad is loading...
DFFVX vs HWSZX
DFFVX vs HWSZX Comparison
Open Charts DFFVX vs HWSZX
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
Hotchkis & Wiley Small Cap Value Z
Price$64.71
Change-$5.70 (-8.10%)
VolumeN/A
Net Assets772.9M
DFFVX vs HWSZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. HWSZX commentary
Apr 04, 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: 12.6B vs. HWSZX (773M). 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 : 0.60 vs. HWSZX (-11.09). DFFVX return over 5 years is better than : 165.27 vs. HWSZX (152.98).
| 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 | -5.436 | -5.287 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 773M | 1,630% |
| Annual Yield % from dividends | 1.63 | 1.15 | 141% |
| Returns for 1 year | 0.60 | -11.09 | -5% |
| Returns for 3 years | 11.44 | -9.68 | -118% |
| Returns for 5 years | 165.27 | 152.98 | 108% |
| Returns for 10 years | 48.10 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers