DFSVX
Price
$50.15
Change
-$0.70 (-1.38%)
Updated
Dec 17 closing price
HWVZX
Price
$12.79
Change
-$0.17 (-1.31%)
Updated
Dec 17 closing price
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DFSVX vs HWVZX

Header iconDFSVX vs HWVZX Comparison
Open Charts DFSVX vs HWVZXBanner chart's image
DFA US Small Cap Value I
Price$50.15
Change-$0.70 (-1.38%)
VolumeN/A
CapitalizationN/A
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.79
Change-$0.17 (-1.31%)
VolumeN/A
CapitalizationN/A
DFSVX vs HWVZX Comparison Chart
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VS
DFSVX vs. HWVZX commentary
Dec 18, 2024

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: 17.2B vs. HWVZX (925M). 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 : 15.68 vs. HWVZX (5.61). DFSVX return over 5 years is better than : 52.30 vs. HWVZX (24.25).
DFSVXHWVZXDFSVX / HWVZX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years5 years-
Gain YTD13.2833.159420%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.2B925M1,859%
Annual Yield % from dividends1.441.4996%
Returns for 1 year15.685.61279%
Returns for 3 years24.57-0.31-8,046%
Returns for 5 years52.3024.25216%
Returns for 10 years52.91N/A-
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