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DFSVX vs HWVIX
DFSVX vs HWVIX Comparison
Open Charts DFSVX vs HWVIX
DFA US Small Cap Value I
Price$40.11
Change-$0.25 (-0.62%)
VolumeN/A
Net Assets13.41B
Hotchkis & Wiley Sm Cp Divers Val I
Price$10.16
Change-$0.05 (-0.49%)
VolumeN/A
Net Assets682.8M
DFSVX vs HWVIX Comparison Chart
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DFSVX vs. HWVIX commentary
Apr 17, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.4B vs. HWVIX (683M). DFSVX pays higher dividends than HWVIX: DFSVX (1.65) vs HWVIX (0.91). 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 : -7.14 vs. HWVIX (-12.50). DFSVX return over 5 years is better than : 90.03 vs. HWVIX (61.45).
| 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 | -16.996 | -17.194 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 683M | 1,962% |
| Annual Yield % from dividends | 1.65 | 0.91 | 182% |
| Returns for 1 year | -7.14 | -12.50 | 57% |
| Returns for 3 years | -2.79 | -23.69 | 12% |
| Returns for 5 years | 90.03 | 61.45 | 147% |
| Returns for 10 years | 18.00 | 9.11 | 198% |
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