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DFSVX vs HWSZX
DFSVX vs HWSZX Comparison
Open Charts DFSVX vs HWSZX
DFA US Small Cap Value I
Price$48.53
Change+$0.19 (+0.39%)
VolumeN/A
Net Assets16.04B
Hotchkis & Wiley Small Cap Value Z
Price$75.00
Change+$1.00 (+1.35%)
VolumeN/A
Net Assets767.41M
DFSVX vs HWSZX Comparison Chart in %
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DFSVX vs. HWSZX commentary
Jul 10, 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 Hold and HWSZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HWSZX (767M). DFSVX pays higher dividends than HWSZX: DFSVX (1.67) vs HWSZX (1.12). 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 : 9.91 vs. HWSZX (-1.23). DFSVX (111.91) and HWSZX (110.42) 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 | 0.526 | -0.457 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 767M | 2,086% |
| Annual Yield % from dividends | 1.67 | 1.12 | 149% |
| Returns for 1 year | 9.91 | -1.23 | -806% |
| Returns for 3 years | 32.52 | 12.25 | 265% |
| Returns for 5 years | 111.91 | 110.42 | 101% |
| Returns for 10 years | 44.57 | N/A | - |
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