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DODGX vs HWCAX
DODGX vs HWCAX Comparison
Open Charts DODGX vs HWCAX
Hotchkis & Wiley Disciplined Value A
Price$28.79
Change-$0.24 (-0.83%)
VolumeN/A
Net Assets89.62M
DODGX vs HWCAX Comparison Chart
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DODGX vs. HWCAX commentary
Mar 12, 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 DODGX is a Hold and HWCAX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. HWCAX (89.6M). HWCAX pays higher dividends than DODGX: HWCAX (1.53) vs DODGX (1.31). DODGX was incepted earlier than HWCAX: DODGX (60 years) vs HWCAX (21 years). HWCAX (1.23) is less costly to investors than DODGX (0.51). HWCAX is a more actively managed with annual turnover of: 34.00 vs. DODGX (12.00). DODGX (2500) and HWCAX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 5.53 vs. HWCAX (-1.95). HWCAX return over 5 years is better than : 142.66 vs. DODGX (110.67).
| DODGX | HWCAX | DODGX / HWCAX | |
| Total Expense Ratio | 0.51 | 1.05 | 49% |
| Annual Report Gross Expense Ratio | 0.51 | 1.23 | 41% |
| Fund Existence | 60 years | 21 years | - |
| Gain YTD | 3.130 | 0.904 | 346% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 89.6M | 132,813% |
| Annual Yield % from dividends | 1.31 | 1.53 | 86% |
| Returns for 1 year | 5.53 | -1.95 | -283% |
| Returns for 3 years | 14.87 | 16.45 | 90% |
| Returns for 5 years | 110.67 | 142.66 | 78% |
| Returns for 10 years | 57.97 | 111.34 | 52% |
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