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DFSVX vs HWVZX
DFSVX vs HWVZX Comparison
Open Charts DFSVX vs HWVZX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.14
Change-$0.25 (-2.02%)
VolumeN/A
Net Assets824.56M
DFSVX vs HWVZX Comparison Chart
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DFSVX vs. HWVZX commentary
Feb 23, 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 HWVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. HWVZX (825M). HWVZX (1.49) and DFSVX (1.44) have matching dividends . DFSVX was incepted earlier than HWVZX: DFSVX (32 years) vs HWVZX (5 years). HWVZX is a more actively managed with annual turnover of: 52.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than HWVZX: DFSVX (0) vs HWVZX (1000000). DFSVX annual gain was more profitable for investors over the last year : 9.32 vs. HWVZX (3.03). DFSVX return over 5 years is better than : 52.23 vs. HWVZX (26.34).
| DFSVX | HWVZX | DFSVX / HWVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | -1.546 | -1.461 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 825M | 1,927% |
| Annual Yield % from dividends | 1.44 | 1.49 | 96% |
| Returns for 1 year | 9.32 | 3.03 | 308% |
| Returns for 3 years | 17.14 | -6.99 | -245% |
| Returns for 5 years | 52.23 | 26.34 | 198% |
| Returns for 10 years | 41.91 | N/A | - |
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