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DFSVX vs HWVZX
DFSVX vs HWVZX Comparison
Open Charts DFSVX vs HWVZX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Hotchkis & Wiley Sm Cp Divers Val Z
Price$11.35
Change+$0.18 (+1.61%)
VolumeN/A
Net Assets701.23M
DFSVX vs HWVZX Comparison Chart
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DFSVX vs. HWVZX commentary
Jun 07, 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: 14.8B vs. HWVZX (701M). DFSVX pays higher dividends than HWVZX: DFSVX (1.65) vs HWVZX (0.97). 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 : 0.94 vs. HWVZX (-7.31). DFSVX return over 5 years is better than : 68.62 vs. HWVZX (34.80).
| 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 | -6.110 | -9.334 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 701M | 2,111% |
| Annual Yield % from dividends | 1.65 | 0.97 | 170% |
| Returns for 1 year | 0.94 | -7.31 | -13% |
| Returns for 3 years | 7.43 | -15.49 | -48% |
| Returns for 5 years | 68.62 | 34.80 | 197% |
| Returns for 10 years | 33.33 | N/A | - |
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