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DFSVX vs HDSVX
DFSVX vs HDSVX Comparison
Open Charts DFSVX vs HDSVX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Hodges Small Intrinsic Value Retail
Price$16.46
Change+$0.44 (+2.75%)
VolumeN/A
Net Assets49.55M
DFSVX vs HDSVX Comparison Chart
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DFSVX vs. HDSVX commentary
May 09, 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 DFSVX is a Buy and HDSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. HDSVX (49.5M). DFSVX pays higher dividends than HDSVX: DFSVX (1.75) vs HDSVX (0.13). DFSVX was incepted earlier than HDSVX: DFSVX (32 years) vs HDSVX (11 years). HDSVX (1.63) is less costly to investors than DFSVX (0.31). HDSVX is a more actively managed with annual turnover of: 44.00 vs. DFSVX (12.00). 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 : -3.50 vs. HDSVX (-16.56). DFSVX (92.33) and HDSVX (89.71) have equivalent 5 years return.
| DFSVX | HDSVX | DFSVX / HDSVX | |
| Total Expense Ratio | 0.31 | 1.29 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.63 | 19% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | -9.256 | -14.696 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 49.5M | 28,687% |
| Annual Yield % from dividends | 1.75 | 0.13 | 1,345% |
| Returns for 1 year | -3.50 | -16.56 | 21% |
| Returns for 3 years | 13.02 | -7.15 | -182% |
| Returns for 5 years | 92.33 | 89.71 | 103% |
| Returns for 10 years | 28.50 | 29.28 | 97% |
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