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DFSVX vs HWVIX
DFSVX vs HWVIX Comparison
Open Charts DFSVX vs HWVIX
DFA US Small Cap Value I
Price$46.42
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets15.34B
Hotchkis & Wiley Sm Cp Divers Val I
Price$11.62
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets733.2M
DFSVX vs HWVIX Comparison Chart in %
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DFSVX vs. HWVIX commentary
Jul 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.3B vs. HWVIX (733M). DFSVX pays higher dividends than HWVIX: DFSVX (1.65) vs HWVIX (0.92). 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 : 4.03 vs. HWVIX (-3.52). DFSVX return over 5 years is better than : 97.12 vs. HWVIX (60.03).
| 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 | -3.467 | -5.434 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 733M | 2,087% |
| Annual Yield % from dividends | 1.65 | 0.92 | 179% |
| Returns for 1 year | 4.03 | -3.52 | -115% |
| Returns for 3 years | 26.88 | -0.46 | -5,835% |
| Returns for 5 years | 97.12 | 60.03 | 162% |
| Returns for 10 years | 38.01 | 26.24 | 145% |
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