DFSVX
Price
$48.18
Change
-$1.97 (-3.93%)
Updated
Dec 18 closing price
HWSAX
Price
$73.21
Change
-$2.56 (-3.38%)
Updated
Dec 18 closing price
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DFSVX vs HWSAX

Header iconDFSVX vs HWSAX Comparison
Open Charts DFSVX vs HWSAXBanner chart's image
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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VS
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).
DFSVXHWSAXDFSVX / HWSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years24 years-
Gain YTD13.2830.6821,948%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B855M1,977%
Annual Yield % from dividends1.440.46316%
Returns for 1 year15.682.69584%
Returns for 3 years24.5711.02223%
Returns for 5 years52.3044.30118%
Returns for 10 years52.9131.77167%
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