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DODGX vs HWCIX
DODGX vs HWCIX Comparison
Open Charts DODGX vs HWCIX
Hotchkis & Wiley Disciplined Value I
Price$26.32
Change-$1.08 (-3.94%)
VolumeN/A
Net Assets77.15M
DODGX vs HWCIX Comparison Chart
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DODGX vs. HWCIX commentary
Apr 11, 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 HWCIX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. HWCIX (77.2M). HWCIX pays higher dividends than DODGX: HWCIX (1.86) vs DODGX (1.40). 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 (12.00). 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 : -0.21 vs. HWCIX (-9.14). HWCIX return over 5 years is better than : 108.15 vs. DODGX (76.42).
| 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 | -2.887 | -4.129 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 77.2M | 147,668% |
| Annual Yield % from dividends | 1.40 | 1.86 | 75% |
| Returns for 1 year | -0.21 | -9.14 | 2% |
| Returns for 3 years | 5.34 | 7.79 | 69% |
| Returns for 5 years | 76.42 | 108.15 | 71% |
| Returns for 10 years | 47.09 | 98.91 | 48% |
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