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DFSVX vs HWSCX
DFSVX vs HWSCX Comparison
Open Charts DFSVX vs HWSCX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Hotchkis & Wiley Small Cap Value C
Price$54.64
Change+$0.32 (+0.59%)
VolumeN/A
Net Assets776.81M
DFSVX vs HWSCX Comparison Chart in %
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DFSVX vs. HWSCX commentary
Jul 06, 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: 16.1B vs. HWSCX (777M). DFSVX pays higher dividends than HWSCX: DFSVX (1.67) vs HWSCX (0.72). 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 : 9.45 vs. HWSCX (-4.16). DFSVX return over 5 years is better than : 105.30 vs. HWSCX (84.28).
| 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 | 1.067 | 0.238 | 447% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 777M | 2,072% |
| Annual Yield % from dividends | 1.67 | 0.72 | 232% |
| Returns for 1 year | 9.45 | -4.16 | -227% |
| Returns for 3 years | 32.84 | 3.96 | 830% |
| Returns for 5 years | 105.30 | 84.28 | 125% |
| Returns for 10 years | 45.10 | 5.26 | 857% |
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