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DFSVX vs HWVAX
DFSVX vs HWVAX Comparison
Open Charts DFSVX vs HWVAX
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
Hotchkis & Wiley Sm Cp Divers Val A
Price$10.56
Change+$0.17 (+1.64%)
VolumeN/A
Net Assets670.49M
DFSVX vs HWVAX Comparison Chart
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DFSVX vs. HWVAX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.9B vs. HWVAX (670M). 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 : -8.03 vs. HWVAX (-13.46). DFSVX return over 5 years is better than : 95.08 vs. HWVAX (64.08).
| 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 | -15.444 | -14.975 | 103% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 670M | 2,075% |
| Annual Yield % from dividends | 1.65 | 0.71 | 232% |
| Returns for 1 year | -8.03 | -13.46 | 60% |
| Returns for 3 years | 0.80 | -18.48 | -4% |
| Returns for 5 years | 95.08 | 64.08 | 148% |
| Returns for 10 years | 19.34 | 9.04 | 214% |
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