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DFSVX vs HWVIX
DFSVX vs HWVIX Comparison
Open Charts DFSVX vs HWVIX
DFA US Small Cap Value I
Price$43.90
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets14.56B
Hotchkis & Wiley Sm Cp Divers Val I
Price$11.08
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets695.08M
DFSVX vs HWVIX Comparison Chart
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DFSVX vs. HWVIX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. HWVIX (695M). DFSVX pays higher dividends than HWVIX: DFSVX (1.75) vs HWVIX (0.97). 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 : -4.47 vs. HWVIX (-10.95). DFSVX return over 5 years is better than : 92.55 vs. HWVIX (61.13).
| 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 | -9.153 | -10.138 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 695M | 2,101% |
| Annual Yield % from dividends | 1.75 | 0.97 | 180% |
| Returns for 1 year | -4.47 | -10.95 | 41% |
| Returns for 3 years | 13.88 | -8.45 | -164% |
| Returns for 5 years | 92.55 | 61.13 | 151% |
| Returns for 10 years | 29.01 | 19.60 | 148% |
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