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DFSVX vs HDSVX
DFSVX vs HDSVX Comparison
Open Charts DFSVX vs HDSVX
DFA US Small Cap Value I
Price$44.31
Change-$1.16 (-2.55%)
VolumeN/A
Net Assets14.66B
Hodges Small Intrinsic Value Retail
Price$16.53
Change-$0.41 (-2.42%)
VolumeN/A
Net Assets54.21M
DFSVX vs HDSVX Comparison Chart
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DFSVX vs. HDSVX commentary
Mar 31, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.7B vs. HDSVX (54.2M). DFSVX pays higher dividends than HDSVX: DFSVX (1.51) vs HDSVX (0.11). 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 : -4.29 vs. HDSVX (-17.80). HDSVX return over 5 years is better than : 147.84 vs. DFSVX (125.46).
| 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 | -8.304 | -11.981 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7B | 54.2M | 27,122% |
| Annual Yield % from dividends | 1.51 | 0.11 | 1,331% |
| Returns for 1 year | -4.29 | -17.80 | 24% |
| Returns for 3 years | 2.55 | -12.02 | -21% |
| Returns for 5 years | 125.46 | 147.84 | 85% |
| Returns for 10 years | 30.25 | 33.72 | 90% |
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