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DFSVX vs HWVZX
DFSVX vs HWVZX Comparison
Open Charts DFSVX vs HWVZX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Hotchkis & Wiley Sm Cp Divers Val Z
Price$11.04
Change+$0.28 (+2.60%)
VolumeN/A
Net Assets676.26M
DFSVX vs HWVZX Comparison Chart
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DFSVX vs. HWVZX commentary
May 09, 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 HWVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. HWVZX (676M). DFSVX pays higher dividends than HWVZX: DFSVX (1.75) vs HWVZX (1.02). DFSVX was incepted earlier than HWVZX: DFSVX (32 years) vs HWVZX (6 years). HWVZX (0.76) is less costly to investors than DFSVX (0.31). HWVZX is a more actively managed with annual turnover of: 54.00 vs. DFSVX (12.00). 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 : -3.50 vs. HWVZX (-12.73). DFSVX return over 5 years is better than : 92.33 vs. HWVZX (56.86).
| DFSVX | HWVZX | DFSVX / HWVZX | |
| Total Expense Ratio | 0.31 | 0.76 | 41% |
| Annual Report Gross Expense Ratio | 0.31 | 0.76 | 41% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -9.256 | -12.662 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 676M | 2,101% |
| Annual Yield % from dividends | 1.75 | 1.02 | 172% |
| Returns for 1 year | -3.50 | -12.73 | 28% |
| Returns for 3 years | 13.02 | -11.72 | -111% |
| Returns for 5 years | 92.33 | 56.86 | 162% |
| Returns for 10 years | 28.50 | N/A | - |
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