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DODGX vs HWCAX
DODGX vs HWCAX Comparison
Open Charts DODGX vs HWCAX
Hotchkis & Wiley Disciplined Value A
Price$26.84
Change+$0.36 (+1.36%)
VolumeN/A
Net Assets75.01M
DODGX vs HWCAX Comparison Chart
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DODGX vs. HWCAX commentary
Apr 13, 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 Buy and HWCAX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. HWCAX (75M). HWCAX pays higher dividends than DODGX: HWCAX (1.57) vs DODGX (1.40). 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 : -1.93 vs. HWCAX (-11.50). HWCAX return over 5 years is better than : 100.97 vs. DODGX (73.36).
| 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 | -4.573 | -6.708 | 68% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 75M | 152,000% |
| Annual Yield % from dividends | 1.40 | 1.57 | 89% |
| Returns for 1 year | -1.93 | -11.50 | 17% |
| Returns for 3 years | 4.12 | 4.64 | 89% |
| Returns for 5 years | 73.36 | 100.97 | 73% |
| Returns for 10 years | 44.38 | 90.29 | 49% |
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