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DFSVX vs HWSZX
DFSVX vs HWSZX Comparison
Open Charts DFSVX vs HWSZX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets16.25B
Hotchkis & Wiley Small Cap Value Z
Price$74.96
Change-$1.82 (-2.37%)
VolumeN/A
Net Assets864.98M
DFSVX vs HWSZX Comparison Chart
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DFSVX vs. HWSZX commentary
Feb 22, 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: 16.2B vs. HWSZX (865M). DFSVX pays higher dividends than HWSZX: DFSVX (1.44) vs HWSZX (0.65). DFSVX was incepted earlier than HWSZX: DFSVX (32 years) vs HWSZX (5 years). HWSZX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (25.00). 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 : 12.38 vs. HWSZX (4.51). HWSZX (57.84) and DFSVX (55.86) have equivalent 5 years return.
| DFSVX | HWSZX | DFSVX / HWSZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 0.804 | 4.237 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 865M | 1,873% |
| Annual Yield % from dividends | 1.44 | 0.65 | 222% |
| Returns for 1 year | 12.38 | 4.51 | 275% |
| Returns for 3 years | 18.09 | 8.86 | 204% |
| Returns for 5 years | 55.86 | 57.84 | 97% |
| Returns for 10 years | 46.08 | N/A | - |
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