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DFSVX vs HWVAX
DFSVX vs HWVAX Comparison
Open Charts DFSVX vs HWVAX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.16
Change-$0.53 (-4.18%)
VolumeN/A
CapitalizationN/A
DFSVX vs HWVAX Comparison Chart
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DFSVX vs. HWVAX commentary
Dec 19, 2024
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: 16.9B vs. HWVAX (901M). DFSVX pays higher dividends than HWVAX: DFSVX (1.44) vs HWVAX (1.33). DFSVX was incepted earlier than HWVAX: DFSVX (32 years) vs HWVAX (10 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 : 15.68 vs. HWVAX (5.34). DFSVX return over 5 years is better than : 52.30 vs. HWVAX (22.69).
| DFSVX | HWVAX | DFSVX / HWVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 13.283 | 2.881 | 461% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 901M | 1,876% |
| Annual Yield % from dividends | 1.44 | 1.33 | 109% |
| Returns for 1 year | 15.68 | 5.34 | 293% |
| Returns for 3 years | 24.57 | -1.11 | -2,204% |
| Returns for 5 years | 52.30 | 22.69 | 230% |
| Returns for 10 years | 52.91 | 36.97 | 143% |
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