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DFSVX vs HDSVX
DFSVX vs HDSVX Comparison
Open Charts DFSVX vs HDSVX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Hodges Small Intrinsic Value Retail
Price$19.30
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets62.79M
DFSVX vs HDSVX Comparison Chart
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DFSVX vs. HDSVX commentary
Jan 19, 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 Hold and HDSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. HDSVX (62.8M). 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 : 17.38 vs. HDSVX (7.93). HDSVX return over 5 years is better than : 54.75 vs. DFSVX (51.83).
| 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 | 2.948 | 2.769 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 62.8M | 26,752% |
| Annual Yield % from dividends | 1.44 | 0.03 | 5,179% |
| Returns for 1 year | 17.38 | 7.93 | 219% |
| Returns for 3 years | 16.94 | 6.80 | 249% |
| Returns for 5 years | 51.83 | 54.75 | 95% |
| Returns for 10 years | 57.77 | 78.58 | 74% |
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