Ad is loading...
DFSVX vs HWSZX
DFSVX vs HWSZX Comparison
Open Charts DFSVX vs HWSZX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Hotchkis & Wiley Small Cap Value Z
Price$76.77
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets871.92M
DFSVX vs HWSZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HWSZX commentary
Jan 19, 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: 16.8B vs. HWSZX (872M). 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 : 17.38 vs. HWSZX (6.21). DFSVX return over 5 years is better than : 51.83 vs. HWSZX (47.64).
| 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 | 2.948 | 3.269 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 872M | 1,927% |
| Annual Yield % from dividends | 1.44 | 0.65 | 222% |
| Returns for 1 year | 17.38 | 6.21 | 280% |
| Returns for 3 years | 16.94 | 4.81 | 352% |
| Returns for 5 years | 51.83 | 47.64 | 109% |
| Returns for 10 years | 57.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GRN | 30.92 | 0.56 | +1.85% |
| iPath® Series B Carbon ETN | |||
| ARKF | 39.53 | 0.64 | +1.65% |
| ARK Fintech Innovation ETF | |||
| FISR | 25.35 | 0.03 | +0.12% |
| SPDR® SSGA Fixed Inc Sect Rotation ETF | |||
| IG | 20.38 | 0.01 | +0.03% |
| Principal Investment Grd Corp Actv ETF | |||
| SHY | 82.08 | -0.02 | -0.02% |
| iShares 1-3 Year Treasury Bond ETF | |||