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DODGX vs HWCIX
DODGX vs HWCIX Comparison
Open Charts DODGX vs HWCIX
Hotchkis & Wiley Disciplined Value I
Price$33.36
Change-$0.20 (-0.60%)
VolumeN/A
CapitalizationN/A
DODGX vs HWCIX Comparison Chart
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DODGX vs. HWCIX 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 DODGX is a StrongBuy and HWCIX is a StrongSell.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 115B vs. HWCIX (108M). HWCIX (1.43) and DODGX (1.36) have matching dividends . DODGX was incepted earlier than HWCIX: DODGX (60 years) vs HWCIX (20 years). HWCIX is a more actively managed with annual turnover of: 26.00 vs. DODGX (12.00). DODGX has a lower initial minimum investment than HWCIX: DODGX (2500) vs HWCIX (250000). HWCIX annual gain was more profitable for investors over the last year : 27.21 vs. DODGX (24.42). HWCIX return over 5 years is better than : 77.88 vs. DODGX (48.65).
| DODGX | HWCIX | DODGX / HWCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 20 years | - |
| Gain YTD | 16.610 | 16.318 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 108M | 106,481% |
| Annual Yield % from dividends | 1.36 | 1.43 | 95% |
| Returns for 1 year | 24.42 | 27.21 | 90% |
| Returns for 3 years | 15.52 | 28.24 | 55% |
| Returns for 5 years | 48.65 | 77.88 | 62% |
| Returns for 10 years | 63.21 | 146.37 | 43% |