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DFSVX vs HWVZX
DFSVX vs HWVZX Comparison
Open Charts DFSVX vs HWVZX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Hotchkis & Wiley Sm Cp Divers Val Z
Price$13.59
Change-$0.08 (-0.59%)
VolumeN/A
CapitalizationN/A
DFSVX vs HWVZX Comparison Chart
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DFSVX vs. HWVZX commentary
Nov 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: 17.4B vs. HWVZX (915M). 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 : 26.86 vs. HWVZX (15.31). DFSVX return over 5 years is better than : 56.90 vs. HWVZX (36.82).
| DFSVX | HWVZX | DFSVX / HWVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 14.541 | 8.720 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 915M | 1,902% |
| Annual Yield % from dividends | 1.44 | 1.49 | 96% |
| Returns for 1 year | 26.86 | 15.31 | 175% |
| Returns for 3 years | 7.13 | -6.87 | -104% |
| Returns for 5 years | 56.90 | 36.82 | 155% |
| Returns for 10 years | 48.27 | N/A | - |
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