Ad is loading...
DFSVX vs HWVIX
DFSVX vs HWVIX Comparison
Open Charts DFSVX vs HWVIX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Hotchkis & Wiley Sm Cp Divers Val I
Price$12.57
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets874.19M
DFSVX vs HWVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HWVIX commentary
Jan 19, 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 Hold and HWVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. HWVIX (874M). HWVIX (1.46) and DFSVX (1.44) have matching dividends . DFSVX was incepted earlier than HWVIX: DFSVX (32 years) vs HWVIX (11 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 : 17.38 vs. HWVIX (7.63). DFSVX return over 5 years is better than : 51.83 vs. HWVIX (23.23).
| DFSVX | HWVIX | DFSVX / HWVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 2.948 | 1.946 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 874M | 1,922% |
| Annual Yield % from dividends | 1.44 | 1.46 | 98% |
| Returns for 1 year | 17.38 | 7.63 | 228% |
| Returns for 3 years | 16.94 | -7.83 | -216% |
| Returns for 5 years | 51.83 | 23.23 | 223% |
| Returns for 10 years | 57.77 | 42.07 | 137% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers