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DFSVX vs HWSAX
DFSVX vs HWSAX Comparison
Open Charts DFSVX vs HWSAX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Hotchkis & Wiley Small Cap Value A
Price$73.21
Change-$2.56 (-3.38%)
VolumeN/A
CapitalizationN/A
DFSVX vs HWSAX Comparison Chart
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DFSVX vs. HWSAX commentary
Dec 19, 2024
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: 16.9B vs. HWSAX (855M). DFSVX pays higher dividends than HWSAX: DFSVX (1.44) vs HWSAX (0.46). DFSVX was incepted earlier than HWSAX: DFSVX (32 years) vs HWSAX (24 years). HWSAX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (25.00). 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 : 15.68 vs. HWSAX (2.69). DFSVX return over 5 years is better than : 52.30 vs. HWSAX (44.30).
| DFSVX | HWSAX | DFSVX / HWSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 13.283 | 0.682 | 1,948% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 855M | 1,977% |
| Annual Yield % from dividends | 1.44 | 0.46 | 316% |
| Returns for 1 year | 15.68 | 2.69 | 584% |
| Returns for 3 years | 24.57 | 11.02 | 223% |
| Returns for 5 years | 52.30 | 44.30 | 118% |
| Returns for 10 years | 52.91 | 31.77 | 167% |
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