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DFSVX vs HWVAX
DFSVX vs HWVAX Comparison
Open Charts DFSVX vs HWVAX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Hotchkis & Wiley Sm Cp Divers Val A
Price$11.24
Change-$0.23 (-2.01%)
VolumeN/A
Net Assets709.39M
DFSVX vs HWVAX Comparison Chart
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DFSVX vs. HWVAX commentary
Jun 15, 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 Buy and HWVAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. HWVAX (709M). DFSVX pays higher dividends than HWVAX: DFSVX (1.65) vs HWVAX (0.72). DFSVX was incepted earlier than HWVAX: DFSVX (32 years) vs HWVAX (11 years). HWVAX (1.12) is less costly to investors than DFSVX (0.31). HWVAX is a more actively managed with annual turnover of: 54.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HWVAX: DFSVX (0) vs HWVAX (2500). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. HWVAX (-4.81). DFSVX return over 5 years is better than : 86.94 vs. HWVAX (50.77).
| DFSVX | HWVAX | DFSVX / HWVAX | |
| Total Expense Ratio | 0.31 | 1.05 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.12 | 28% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | -6.462 | -8.020 | 81% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 709M | 2,102% |
| Annual Yield % from dividends | 1.65 | 0.72 | 228% |
| Returns for 1 year | 1.83 | -4.81 | -38% |
| Returns for 3 years | 19.38 | -5.60 | -346% |
| Returns for 5 years | 86.94 | 50.77 | 171% |
| Returns for 10 years | 30.89 | 17.73 | 174% |
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