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DFFVX vs HWSZX
DFFVX vs HWSZX Comparison
Open Charts DFFVX vs HWSZX
DFA US Targeted Value I
Price$31.85
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets12.36B
Hotchkis & Wiley Small Cap Value Z
Price$67.67
Change+$0.10 (+0.15%)
VolumeN/A
Net Assets699.31M
DFFVX vs HWSZX Comparison Chart
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DFFVX vs. HWSZX commentary
May 23, 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: 12.4B vs. HWSZX (699M). DFFVX pays higher dividends than HWSZX: DFFVX (1.71) vs HWSZX (1.24). 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 : -1.47 vs. HWSZX (-13.23). DFFVX return over 5 years is better than : 108.13 vs. HWSZX (100.24).
| 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 | -6.926 | -9.107 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 699M | 1,774% |
| Annual Yield % from dividends | 1.71 | 1.24 | 138% |
| Returns for 1 year | -1.47 | -13.23 | 11% |
| Returns for 3 years | 17.12 | -5.80 | -295% |
| Returns for 5 years | 108.13 | 100.24 | 108% |
| Returns for 10 years | 44.83 | N/A | - |
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