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DFSVX vs HWSZX
DFSVX vs HWSZX Comparison
Open Charts DFSVX vs HWSZX
DFA US Small Cap Value I
Price$42.00
Change-$0.38 (-0.90%)
VolumeN/A
Net Assets14.08B
Hotchkis & Wiley Small Cap Value Z
Price$64.33
Change-$0.82 (-1.26%)
VolumeN/A
Net Assets673.7M
DFSVX vs HWSZX Comparison Chart
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DFSVX vs. HWSZX commentary
May 01, 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 HWSZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.1B vs. HWSZX (674M). DFSVX pays higher dividends than HWSZX: DFSVX (1.65) vs HWSZX (1.15). DFSVX was incepted earlier than HWSZX: DFSVX (32 years) vs HWSZX (6 years). HWSZX (0.86) is less costly to investors than DFSVX (0.31). HWSZX is a more actively managed with annual turnover of: 45.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HWSZX: DFSVX (0) vs HWSZX (1000000). DFSVX annual gain was more profitable for investors over the last year : -4.92 vs. HWSZX (-16.71). HWSZX (87.75) and DFSVX (83.81) have equivalent 5 years return.
| DFSVX | HWSZX | DFSVX / HWSZX | |
| Total Expense Ratio | 0.31 | 0.86 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.86 | 36% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -12.298 | -12.577 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 674M | 2,092% |
| Annual Yield % from dividends | 1.65 | 1.15 | 143% |
| Returns for 1 year | -4.92 | -16.71 | 29% |
| Returns for 3 years | 7.47 | -8.89 | -84% |
| Returns for 5 years | 83.81 | 87.75 | 96% |
| Returns for 10 years | 25.35 | N/A | - |
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