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DFSVX vs HDSVX
DFSVX vs HDSVX Comparison
Open Charts DFSVX vs HDSVX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Hodges Small Intrinsic Value Retail
Price$18.21
Change-$0.41 (-2.20%)
VolumeN/A
Net Assets60.85M
DFSVX vs HDSVX Comparison Chart
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DFSVX vs. HDSVX commentary
Feb 23, 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: 15.9B vs. HDSVX (60.8M). 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 : 9.32 vs. HDSVX (-0.91). HDSVX return over 5 years is better than : 61.28 vs. DFSVX (52.23).
| 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 | -1.546 | -0.852 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 60.8M | 26,151% |
| Annual Yield % from dividends | 1.44 | 0.03 | 5,179% |
| Returns for 1 year | 9.32 | -0.91 | -1,025% |
| Returns for 3 years | 17.14 | 8.24 | 208% |
| Returns for 5 years | 52.23 | 61.28 | 85% |
| Returns for 10 years | 41.91 | 58.28 | 72% |
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