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DFSVX vs HWVAX
DFSVX vs HWVAX Comparison
Open Charts DFSVX vs HWVAX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.53
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets853.35M
DFSVX vs HWVAX Comparison Chart
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DFSVX vs. HWVAX commentary
Jan 31, 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 StrongBuy and HWVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. HWVAX (853M). DFSVX pays higher dividends than HWVAX: DFSVX (1.44) vs HWVAX (1.33). DFSVX was incepted earlier than HWVAX: DFSVX (32 years) vs HWVAX (11 years). HWVAX is a more actively managed with annual turnover of: 52.00 vs. DFSVX (25.00). 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 : 17.34 vs. HWVAX (6.60). DFSVX return over 5 years is better than : 64.95 vs. HWVAX (30.41).
| DFSVX | HWVAX | DFSVX / HWVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 4.082 | 1.882 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 853M | 1,981% |
| Annual Yield % from dividends | 1.44 | 1.33 | 109% |
| Returns for 1 year | 17.34 | 6.60 | 263% |
| Returns for 3 years | 23.52 | -5.36 | -439% |
| Returns for 5 years | 64.95 | 30.41 | 214% |
| Returns for 10 years | 57.14 | 36.89 | 155% |
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