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DFSVX vs HDSVX
DFSVX vs HDSVX Comparison
Open Charts DFSVX vs HDSVX
DFA US Small Cap Value I
Price$48.51
Change-$0.48 (-0.98%)
VolumeN/A
Net Assets16.06B
Hodges Small Intrinsic Value Retail
Price$17.96
Change-$0.21 (-1.16%)
VolumeN/A
Net Assets53.6M
DFSVX vs HDSVX Comparison Chart in %
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DFSVX vs. HDSVX commentary
Jul 13, 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 StrongBuy and HDSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. HDSVX (53.6M). DFSVX pays higher dividends than HDSVX: DFSVX (1.67) vs HDSVX (0.12). DFSVX was incepted earlier than HDSVX: DFSVX (32 years) vs HDSVX (12 years). HDSVX (1.63) is less costly to investors than DFSVX (0.31). HDSVX is a more actively managed with annual turnover of: 49.00 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 : 5.71 vs. HDSVX (-6.75). DFSVX return over 5 years is better than : 106.07 vs. HDSVX (91.44).
| 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 | 12 years | - |
| Gain YTD | 0.880 | -4.366 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 53.6M | 30,037% |
| Annual Yield % from dividends | 1.67 | 0.12 | 1,388% |
| Returns for 1 year | 5.71 | -6.75 | -85% |
| Returns for 3 years | 34.32 | 9.48 | 362% |
| Returns for 5 years | 106.07 | 91.44 | 116% |
| Returns for 10 years | 42.98 | 43.21 | 99% |
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