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DFSVX vs HWVZX
DFSVX vs HWVZX Comparison
Open Charts DFSVX vs HWVZX
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.34B
Hotchkis & Wiley Sm Cp Divers Val Z
Price$10.28
Change+$0.12 (+1.18%)
VolumeN/A
Net Assets657.34M
DFSVX vs HWVZX Comparison Chart
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DFSVX vs. HWVZX commentary
Apr 18, 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: 13.3B vs. HWVZX (657M). DFSVX pays higher dividends than HWVZX: DFSVX (1.65) vs HWVZX (0.95). 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 : -5.30 vs. HWVZX (-12.48). DFSVX return over 5 years is better than : 92.30 vs. HWVZX (61.71).
| 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 | -16.002 | -17.208 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 657M | 2,024% |
| Annual Yield % from dividends | 1.65 | 0.95 | 173% |
| Returns for 1 year | -5.30 | -12.48 | 42% |
| Returns for 3 years | -1.94 | -21.39 | 9% |
| Returns for 5 years | 92.30 | 61.71 | 150% |
| Returns for 10 years | 18.26 | N/A | - |
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