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DFFVX vs HWVIX
DFFVX vs HWVIX Comparison
Open Charts DFFVX vs HWVIX
DFA US Targeted Value I
Price$31.62
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets12.26B
Hotchkis & Wiley Sm Cp Divers Val I
Price$11.08
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets695.08M
DFFVX vs HWVIX Comparison Chart
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DFFVX vs. HWVIX commentary
May 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 Buy and HWVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.3B vs. HWVIX (695M). DFFVX pays higher dividends than HWVIX: DFFVX (1.71) vs HWVIX (0.97). DFFVX was incepted earlier than HWVIX: DFFVX (25 years) vs HWVIX (11 years). HWVIX (0.86) is less costly to investors than DFFVX (0.30). HWVIX is a more actively managed with annual turnover of: 54.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than HWVIX: DFFVX (0) vs HWVIX (250000). DFFVX annual gain was more profitable for investors over the last year : -2.42 vs. HWVIX (-10.95). DFFVX return over 5 years is better than : 105.73 vs. HWVIX (61.13).
| DFFVX | HWVIX | DFFVX / HWVIX | |
| Total Expense Ratio | 0.29 | 0.80 | 36% |
| Annual Report Gross Expense Ratio | 0.30 | 0.86 | 35% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | -7.598 | -10.138 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 695M | 1,770% |
| Annual Yield % from dividends | 1.71 | 0.97 | 176% |
| Returns for 1 year | -2.42 | -10.95 | 22% |
| Returns for 3 years | 18.29 | -8.45 | -216% |
| Returns for 5 years | 105.73 | 61.13 | 173% |
| Returns for 10 years | 45.65 | 19.60 | 233% |
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