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DFSVX vs HWSCX
DFSVX vs HWSCX Comparison
Open Charts DFSVX vs HWSCX
DFA US Small Cap Value I
Price$50.21
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets16.82B
Hotchkis & Wiley Small Cap Value C
Price$56.61
Change+$0.13 (+0.23%)
VolumeN/A
Net Assets869.27M
DFSVX vs HWSCX Comparison Chart
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DFSVX vs. HWSCX commentary
Jan 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 HWSCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. HWSCX (869M). DFSVX pays higher dividends than HWSCX: DFSVX (1.44) vs HWSCX (0.41). DFSVX was incepted earlier than HWSCX: DFSVX (32 years) vs HWSCX (23 years). HWSCX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than HWSCX: DFSVX (0) vs HWSCX (2500). DFSVX annual gain was more profitable for investors over the last year : 15.91 vs. HWSCX (1.55). DFSVX return over 5 years is better than : 57.45 vs. HWSCX (37.44).
| DFSVX | HWSCX | DFSVX / HWSCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 3.566 | 3.853 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 869M | 1,933% |
| Annual Yield % from dividends | 1.44 | 0.41 | 350% |
| Returns for 1 year | 15.91 | 1.55 | 1,029% |
| Returns for 3 years | 21.81 | 1.00 | 2,185% |
| Returns for 5 years | 57.45 | 37.44 | 153% |
| Returns for 10 years | 53.90 | 11.95 | 451% |
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