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DFSVX vs HWSAX
DFSVX vs HWSAX Comparison
Open Charts DFSVX vs HWSAX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.14B
Hotchkis & Wiley Small Cap Value A
Price$61.49
Change+$0.84 (+1.38%)
VolumeN/A
Net Assets671.89M
DFSVX vs HWSAX Comparison Chart
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DFSVX vs. HWSAX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.1B vs. HWSAX (672M). DFSVX pays higher dividends than HWSAX: DFSVX (1.65) vs HWSAX (0.87). 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 : -10.09 vs. HWSAX (-21.78). HWSAX (82.12) and DFSVX (81.60) 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 | -17.140 | -17.830 | 96% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 672M | 1,949% |
| Annual Yield % from dividends | 1.65 | 0.87 | 190% |
| Returns for 1 year | -10.09 | -21.78 | 46% |
| Returns for 3 years | -1.27 | -19.12 | 7% |
| Returns for 5 years | 81.60 | 82.12 | 99% |
| Returns for 10 years | 16.53 | 0.86 | 1,913% |
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