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DFSVX vs HWVAX
DFSVX vs HWVAX Comparison
Open Charts DFSVX vs HWVAX
DFA US Small Cap Value I
Price$45.14
Change+$0.65 (+1.46%)
VolumeN/A
Net Assets14.79B
Hotchkis & Wiley Sm Cp Divers Val A
Price$11.36
Change+$0.13 (+1.16%)
VolumeN/A
Net Assets758.56M
DFSVX vs HWVAX Comparison Chart
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DFSVX vs. HWVAX commentary
Apr 03, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. HWVAX (759M). DFSVX pays higher dividends than HWVAX: DFSVX (1.65) vs HWVAX (0.71). 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 : -0.14 vs. HWVAX (-7.62). DFSVX return over 5 years is better than : 148.44 vs. HWVAX (102.85).
| 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 | -6.586 | -8.101 | 81% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 759M | 1,950% |
| Annual Yield % from dividends | 1.65 | 0.71 | 232% |
| Returns for 1 year | -0.14 | -7.62 | 2% |
| Returns for 3 years | 7.35 | -15.39 | -48% |
| Returns for 5 years | 148.44 | 102.85 | 144% |
| Returns for 10 years | 32.10 | 17.63 | 182% |
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