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DODGX vs HWCAX
DODGX vs HWCAX Comparison
Open Charts DODGX vs HWCAX
Hotchkis & Wiley Disciplined Value A
Price$30.07
Change+$0.12 (+0.40%)
VolumeN/A
Net Assets78.25M
DODGX vs HWCAX Comparison Chart in %
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DODGX vs. HWCAX commentary
Jul 18, 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: 117B vs. HWCAX (78.2M). HWCAX pays higher dividends than DODGX: HWCAX (1.53) vs DODGX (1.38). DODGX was incepted earlier than HWCAX: DODGX (61 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 (15.00). DODGX (2500) and HWCAX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 2.81 vs. HWCAX (-6.35). HWCAX return over 5 years is better than : 99.75 vs. DODGX (71.90).
| DODGX | HWCAX | DODGX / HWCAX | |
| Total Expense Ratio | 0.51 | 1.05 | 49% |
| Annual Report Gross Expense Ratio | 0.51 | 1.23 | 41% |
| Fund Existence | 61 years | 21 years | - |
| Gain YTD | 5.667 | 4.101 | 138% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 78.2M | 149,616% |
| Annual Yield % from dividends | 1.38 | 1.53 | 90% |
| Returns for 1 year | 2.81 | -6.35 | -44% |
| Returns for 3 years | 30.78 | 34.98 | 88% |
| Returns for 5 years | 71.90 | 99.75 | 72% |
| Returns for 10 years | 56.32 | 111.28 | 51% |
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