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DFSVX vs HWVIX
DFSVX vs HWVIX Comparison
Open Charts DFSVX vs HWVIX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.27
Change-$0.53 (-4.14%)
VolumeN/A
CapitalizationN/A
DFSVX vs HWVIX Comparison Chart
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DFSVX vs. HWVIX 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 HWVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. HWVIX (901M). HWVIX (1.46) and DFSVX (1.44) have matching dividends . DFSVX was incepted earlier than HWVIX: DFSVX (32 years) vs HWVIX (10 years). HWVIX is a more actively managed with annual turnover of: 52.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than HWVIX: DFSVX (0) vs HWVIX (250000). DFSVX annual gain was more profitable for investors over the last year : 15.68 vs. HWVIX (5.57). DFSVX return over 5 years is better than : 52.30 vs. HWVIX (24.21).
| DFSVX | HWVIX | DFSVX / HWVIX | |
| 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 | 3.118 | 426% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 901M | 1,876% |
| Annual Yield % from dividends | 1.44 | 1.46 | 98% |
| Returns for 1 year | 15.68 | 5.57 | 282% |
| Returns for 3 years | 24.57 | -0.39 | -6,266% |
| Returns for 5 years | 52.30 | 24.21 | 216% |
| Returns for 10 years | 52.91 | 40.41 | 131% |
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