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DFSVX vs HWVAX
DFSVX vs HWVAX Comparison
Open Charts DFSVX vs HWVAX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Hotchkis & Wiley Sm Cp Divers Val A
Price$12.15
Change+$0.09 (+0.75%)
VolumeN/A
Net Assets772.22M
DFSVX vs HWVAX Comparison Chart in %
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DFSVX vs. HWVAX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. HWVAX (772M). DFSVX pays higher dividends than HWVAX: DFSVX (1.67) vs HWVAX (0.69). 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 : 9.45 vs. HWVAX (2.12). DFSVX return over 5 years is better than : 105.30 vs. HWVAX (65.75).
| 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 | 1.067 | -0.573 | -186% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 772M | 2,085% |
| Annual Yield % from dividends | 1.67 | 0.69 | 240% |
| Returns for 1 year | 9.45 | 2.12 | 445% |
| Returns for 3 years | 32.84 | 1.42 | 2,314% |
| Returns for 5 years | 105.30 | 65.75 | 160% |
| Returns for 10 years | 45.10 | 30.22 | 149% |
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