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DFSVX vs HWSCX
DFSVX vs HWSCX Comparison
Open Charts DFSVX vs HWSCX
DFA US Small Cap Value I
Price$51.77
Change+$0.06 (+0.12%)
VolumeN/A
CapitalizationN/A
Hotchkis & Wiley Small Cap Value C
Price$63.50
Change-$0.21 (-0.33%)
VolumeN/A
CapitalizationN/A
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DFSVX vs HWSCX Comparison Chart
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DFSVX vs. HWSCX commentary
Nov 09, 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 HWSCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.8B vs. HWSCX (878M). 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 : 33.49 vs. HWSCX (25.26). DFSVX return over 5 years is better than : 58.54 vs. HWSCX (45.19).
| 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 | 16.386 | 10.512 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 878M | 2,027% |
| Annual Yield % from dividends | 1.44 | 0.41 | 350% |
| Returns for 1 year | 33.49 | 25.26 | 133% |
| Returns for 3 years | 8.90 | 5.91 | 151% |
| Returns for 5 years | 58.54 | 45.19 | 130% |
| Returns for 10 years | 49.82 | 11.07 | 450% |