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DFSVX vs HWSAX
DFSVX vs HWSAX Comparison
Open Charts DFSVX vs HWSAX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Hotchkis & Wiley Small Cap Value A
Price$69.68
Change-$1.12 (-1.58%)
VolumeN/A
Net Assets728.51M
DFSVX vs HWSAX Comparison Chart
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DFSVX vs. HWSAX commentary
Jun 15, 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 Buy and HWSAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. HWSAX (729M). DFSVX pays higher dividends than HWSAX: DFSVX (1.65) vs HWSAX (0.88). DFSVX was incepted earlier than HWSAX: DFSVX (32 years) vs HWSAX (25 years). HWSAX (1.20) is less costly to investors than DFSVX (0.31). HWSAX is a more actively managed with annual turnover of: 45.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HWSAX: DFSVX (0) vs HWSAX (2500). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. HWSAX (-7.01). DFSVX (86.94) and HWSAX (85.42) have equivalent 5 years return.
| DFSVX | HWSAX | DFSVX / HWSAX | |
| Total Expense Ratio | 0.31 | 1.20 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.20 | 26% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | -6.462 | -5.595 | 115% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 729M | 2,044% |
| Annual Yield % from dividends | 1.65 | 0.88 | 186% |
| Returns for 1 year | 1.83 | -7.01 | -26% |
| Returns for 3 years | 19.38 | 1.76 | 1,103% |
| Returns for 5 years | 86.94 | 85.42 | 102% |
| Returns for 10 years | 30.89 | 14.29 | 216% |
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