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DFSVX vs HWVZX
DFSVX vs HWVZX Comparison
Open Charts DFSVX vs HWVZX
DFA US Small Cap Value I
Price$51.03
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets16.62B
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.74
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets822.34M
DFSVX vs HWVZX Comparison Chart in %
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DFSVX vs. HWVZX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. HWVZX (822M). DFSVX pays higher dividends than HWVZX: DFSVX (1.64) vs HWVZX (0.92). DFSVX was incepted earlier than HWVZX: DFSVX (33 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 : 7.49 vs. HWVZX (-0.73). DFSVX return over 5 years is better than : 90.25 vs. HWVZX (58.28).
| DFSVX | HWVZX | DFSVX / HWVZX | |
| Total Expense Ratio | 0.31 | 0.76 | 41% |
| Annual Report Gross Expense Ratio | 0.31 | 0.76 | 41% |
| Fund Existence | 33 years | 6 years | - |
| Gain YTD | 6.120 | 3.653 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 822M | 2,019% |
| Annual Yield % from dividends | 1.64 | 0.92 | 178% |
| Returns for 1 year | 7.49 | -0.73 | -1,019% |
| Returns for 3 years | 27.42 | 1.61 | 1,699% |
| Returns for 5 years | 90.25 | 58.28 | 155% |
| Returns for 10 years | 63.42 | N/A | - |
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