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DFSVX vs HDSVX
DFSVX vs HDSVX Comparison
Open Charts DFSVX vs HDSVX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Hodges Small Intrinsic Value Retail
Price$19.86
Change-$0.43 (-2.12%)
VolumeN/A
CapitalizationN/A
DFSVX vs HDSVX Comparison Chart
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DFSVX vs. HDSVX commentary
Nov 18, 2024
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 DFSVX is a Buy and HDSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. HDSVX (64.3M). DFSVX pays higher dividends than HDSVX: DFSVX (1.44) vs HDSVX (0.03). DFSVX was incepted earlier than HDSVX: DFSVX (32 years) vs HDSVX (11 years). HDSVX is a more actively managed with annual turnover of: 56.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than HDSVX: DFSVX (0) vs HDSVX (1000). DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. HDSVX (19.82). HDSVX return over 5 years is better than : 62.88 vs. DFSVX (56.90).
| DFSVX | HDSVX | DFSVX / HDSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 14.541 | 4.252 | 342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 64.3M | 27,061% |
| Annual Yield % from dividends | 1.44 | 0.03 | 5,179% |
| Returns for 1 year | 26.86 | 19.82 | 135% |
| Returns for 3 years | 7.13 | 0.35 | 2,012% |
| Returns for 5 years | 56.90 | 62.88 | 90% |
| Returns for 10 years | 48.27 | 88.79 | 54% |
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