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DFSVX vs HWSZX
DFSVX vs HWSZX Comparison
Open Charts DFSVX vs HWSZX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Hotchkis & Wiley Small Cap Value Z
Price$70.31
Change-$1.13 (-1.58%)
VolumeN/A
Net Assets728.51M
DFSVX vs HWSZX Comparison Chart
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DFSVX vs. HWSZX commentary
Jun 15, 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: 14.9B vs. HWSZX (729M). DFSVX pays higher dividends than HWSZX: DFSVX (1.65) vs HWSZX (1.17). 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 : 1.83 vs. HWSZX (-6.67). HWSZX (88.32) and DFSVX (86.94) 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 | -6.462 | -5.421 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 729M | 2,044% |
| Annual Yield % from dividends | 1.65 | 1.17 | 140% |
| Returns for 1 year | 1.83 | -6.67 | -27% |
| Returns for 3 years | 19.38 | 2.58 | 750% |
| Returns for 5 years | 86.94 | 88.32 | 98% |
| Returns for 10 years | 30.89 | N/A | - |
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