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DFSVX vs HDSVX
DFSVX vs HDSVX Comparison
Open Charts DFSVX vs HDSVX
DFA US Small Cap Value I
Price$46.17
Change-$0.88 (-1.87%)
VolumeN/A
Net Assets15.22B
Hodges Small Intrinsic Value Retail
Price$17.09
Change-$0.42 (-2.40%)
VolumeN/A
Net Assets50.71M
DFSVX vs HDSVX Comparison Chart in %
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DFSVX vs. HDSVX commentary
Aug 03, 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: 15.2B vs. HDSVX (50.7M). DFSVX pays higher dividends than HDSVX: DFSVX (1.64) 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 : -3.11 vs. HDSVX (-10.75). DFSVX return over 5 years is better than : 85.12 vs. HDSVX (75.28).
| 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 | -3.986 | -6.763 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 50.7M | 29,980% |
| Annual Yield % from dividends | 1.64 | 0.12 | 1,416% |
| Returns for 1 year | -3.11 | -10.75 | 29% |
| Returns for 3 years | 16.99 | -0.01 | -139,417% |
| Returns for 5 years | 85.12 | 75.28 | 113% |
| Returns for 10 years | 42.88 | 46.24 | 93% |
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