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DFSVX vs HWSCX
DFSVX vs HWSCX Comparison
Open Charts DFSVX vs HWSCX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
Hotchkis & Wiley Small Cap Value C
Price$52.11
Change-$0.23 (-0.44%)
VolumeN/A
Net Assets743.26M
DFSVX vs HWSCX Comparison Chart
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DFSVX vs. HWSCX commentary
Jun 14, 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 Buy and HWSCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. HWSCX (743M). DFSVX pays higher dividends than HWSCX: DFSVX (1.65) vs HWSCX (0.75). DFSVX was incepted earlier than HWSCX: DFSVX (32 years) vs HWSCX (23 years). HWSCX (1.95) is less costly to investors than DFSVX (0.31). HWSCX is a more actively managed with annual turnover of: 45.00 vs. DFSVX (12.00). 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 : 2.23 vs. HWSCX (-9.14). DFSVX return over 5 years is better than : 89.96 vs. HWSCX (72.22).
| DFSVX | HWSCX | DFSVX / HWSCX | |
| Total Expense Ratio | 0.31 | 1.95 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.95 | 16% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -4.952 | -3.981 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 743M | 2,046% |
| Annual Yield % from dividends | 1.65 | 0.75 | 219% |
| Returns for 1 year | 2.23 | -9.14 | -24% |
| Returns for 3 years | 21.40 | -4.36 | -491% |
| Returns for 5 years | 89.96 | 72.22 | 125% |
| Returns for 10 years | 33.89 | -2.74 | -1,238% |
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