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DFSVX vs HWVAX
DFSVX vs HWVAX Comparison
Open Charts DFSVX vs HWVAX
DFA US Small Cap Value I
Price$44.21
Change-$1.33 (-2.92%)
VolumeN/A
Net Assets15.04B
Hotchkis & Wiley Sm Cp Divers Val A
Price$10.98
Change-$0.35 (-3.09%)
VolumeN/A
Net Assets720.06M
DFSVX vs HWVAX Comparison Chart
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DFSVX vs. HWVAX commentary
May 22, 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: 15B vs. HWVAX (720M). DFSVX pays higher dividends than HWVAX: DFSVX (1.75) vs HWVAX (0.76). 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 : -4.37 vs. HWVAX (-8.73). DFSVX return over 5 years is better than : 95.13 vs. HWVAX (64.70).
| 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 | -8.511 | -7.283 | 117% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 720M | 2,083% |
| Annual Yield % from dividends | 1.75 | 0.76 | 230% |
| Returns for 1 year | -4.37 | -8.73 | 50% |
| Returns for 3 years | 14.43 | -6.60 | -219% |
| Returns for 5 years | 95.13 | 64.70 | 147% |
| Returns for 10 years | 28.70 | 19.03 | 151% |
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