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DFSVX vs HWSZX
DFSVX vs HWSZX Comparison
Open Charts DFSVX vs HWSZX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Hotchkis & Wiley Small Cap Value Z
Price$83.00
Change-$0.70 (-0.84%)
VolumeN/A
CapitalizationN/A
DFSVX vs HWSZX Comparison Chart
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DFSVX vs. HWSZX commentary
Nov 18, 2024
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: 17.4B vs. HWSZX (856M). 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 : 26.86 vs. HWSZX (20.23). HWSZX (57.37) and DFSVX (56.90) 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 | 14.541 | 8.738 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 856M | 2,033% |
| Annual Yield % from dividends | 1.44 | 0.65 | 222% |
| Returns for 1 year | 26.86 | 20.23 | 133% |
| Returns for 3 years | 7.13 | 11.70 | 61% |
| Returns for 5 years | 56.90 | 57.37 | 99% |
| Returns for 10 years | 48.27 | N/A | - |
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