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DFSVX vs HWSAX
DFSVX vs HWSAX Comparison
Open Charts DFSVX vs HWSAX
DFA US Small Cap Value I
Price$44.05
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets14.54B
Hotchkis & Wiley Small Cap Value A
Price$66.78
Change-$0.30 (-0.45%)
VolumeN/A
Net Assets701.13M
DFSVX vs HWSAX Comparison Chart
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DFSVX vs. HWSAX commentary
May 25, 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 HWSAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.5B vs. HWSAX (701M). DFSVX pays higher dividends than HWSAX: DFSVX (1.75) vs HWSAX (0.93). 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 : -2.53 vs. HWSAX (-12.13). HWSAX (97.43) and DFSVX (94.42) 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 | -8.842 | -9.118 | 97% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 701M | 2,068% |
| Annual Yield % from dividends | 1.75 | 0.93 | 188% |
| Returns for 1 year | -2.53 | -12.13 | 21% |
| Returns for 3 years | 13.36 | -5.70 | -235% |
| Returns for 5 years | 94.42 | 97.43 | 97% |
| Returns for 10 years | 29.96 | 11.27 | 266% |
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