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DODGX vs HWCIX
DODGX vs HWCIX Comparison
Open Charts DODGX vs HWCIX
Hotchkis & Wiley Disciplined Value I
Price$28.54
Change+$0.43 (+1.53%)
VolumeN/A
Net Assets78.16M
DODGX vs HWCIX Comparison Chart
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DODGX vs. HWCIX commentary
May 10, 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 HWCIX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. HWCIX (78.2M). HWCIX pays higher dividends than DODGX: HWCIX (1.93) vs DODGX (1.45). DODGX was incepted earlier than HWCIX: DODGX (60 years) vs HWCIX (21 years). HWCIX (1.01) is less costly to investors than DODGX (0.51). HWCIX is a more actively managed with annual turnover of: 34.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than HWCIX: DODGX (2500) vs HWCIX (250000). DODGX annual gain was more profitable for investors over the last year : 1.96 vs. HWCIX (-6.87). HWCIX return over 5 years is better than : 110.10 vs. DODGX (75.63).
| DODGX | HWCIX | DODGX / HWCIX | |
| Total Expense Ratio | 0.51 | 0.80 | 64% |
| Annual Report Gross Expense Ratio | 0.51 | 1.01 | 50% |
| Fund Existence | 60 years | 21 years | - |
| Gain YTD | 0.001 | -1.645 | -0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 78.2M | 140,665% |
| Annual Yield % from dividends | 1.45 | 1.93 | 75% |
| Returns for 1 year | 1.96 | -6.87 | -28% |
| Returns for 3 years | 18.53 | 20.27 | 91% |
| Returns for 5 years | 75.63 | 110.10 | 69% |
| Returns for 10 years | 50.23 | 102.04 | 49% |