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DFSVX vs HWSZX
DFSVX vs HWSZX Comparison
Open Charts DFSVX vs HWSZX
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.
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).
| 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 | -8.573 | -9.107 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 699M | 2,089% |
| Annual Yield % from dividends | 1.75 | 1.24 | 141% |
| Returns for 1 year | -3.63 | -13.23 | 27% |
| Returns for 3 years | 12.64 | -5.80 | -218% |
| Returns for 5 years | 94.99 | 100.24 | 95% |
| Returns for 10 years | 28.61 | N/A | - |
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