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DFSVX vs HWVIX
DFSVX vs HWVIX Comparison
Open Charts DFSVX vs HWVIX
DFA US Small Cap Value I
Price$48.29
Change-$0.78 (-1.59%)
VolumeN/A
Net Assets16.3B
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.07
Change-$0.22 (-1.79%)
VolumeN/A
Net Assets797.03M
DFSVX vs HWVIX Comparison Chart in %
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DFSVX vs. HWVIX commentary
Jul 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 HWVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. HWVIX (797M). DFSVX pays higher dividends than HWVIX: DFSVX (1.67) vs HWVIX (0.89). DFSVX was incepted earlier than HWVIX: DFSVX (32 years) vs HWVIX (11 years). HWVIX (0.86) is less costly to investors than DFSVX (0.31). HWVIX is a more actively managed with annual turnover of: 54.00 vs. DFSVX (12.00). 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 : 1.87 vs. HWVIX (-5.88). DFSVX return over 5 years is better than : 93.33 vs. HWVIX (62.72).
| DFSVX | HWVIX | DFSVX / HWVIX | |
| Total Expense Ratio | 0.31 | 0.80 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 0.86 | 36% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 0.422 | -0.324 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 797M | 2,045% |
| Annual Yield % from dividends | 1.67 | 0.89 | 188% |
| Returns for 1 year | 1.87 | -5.88 | -32% |
| Returns for 3 years | 25.95 | 0.66 | 3,928% |
| Returns for 5 years | 93.33 | 62.72 | 149% |
| Returns for 10 years | 51.39 | 40.68 | 126% |
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