DFSVX
Price
$44.18
Change
-$0.03 (-0.07%)
Updated
May 22 closing price
Net Assets
14.59B
HWSZX
Price
$67.67
Change
+$0.10 (+0.15%)
Updated
May 22 closing price
Net Assets
699.31M
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DFSVX vs HWSZX

Header iconDFSVX vs HWSZX Comparison
Open Charts DFSVX vs HWSZXBanner chart's image
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
Hotchkis & Wiley Small Cap Value Z
Price$67.67
Change+$0.10 (+0.15%)
VolumeN/A
Net Assets699.31M
DFSVX vs HWSZX Comparison Chart
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DFSVX vs. HWSZX commentary
May 23, 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.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. HWSZX (699M). DFSVX pays higher dividends than HWSZX: DFSVX (1.75) vs HWSZX (1.24). 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 : -3.63 vs. HWSZX (-13.23). HWSZX return over 5 years is better than : 100.24 vs. DFSVX (94.99).
DFSVXHWSZXDFSVX / HWSZX
Total Expense Ratio0.310.8636%
Annual Report Gross Expense Ratio0.310.8636%
Fund Existence32 years6 years-
Gain YTD-8.573-9.10794%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.6B699M2,089%
Annual Yield % from dividends1.751.24141%
Returns for 1 year-3.63-13.2327%
Returns for 3 years12.64-5.80-218%
Returns for 5 years94.99100.2495%
Returns for 10 years28.61N/A-
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