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DFSVX vs HDSVX
DFSVX vs HDSVX Comparison
Open Charts DFSVX vs HDSVX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Hodges Small Intrinsic Value Retail
Price$17.89
Change+$0.16 (+0.90%)
VolumeN/A
Net Assets53.54M
DFSVX vs HDSVX Comparison Chart in %
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DFSVX vs. HDSVX commentary
Jul 07, 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 DFSVX is a Buy and HDSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. HDSVX (53.5M). DFSVX pays higher dividends than HDSVX: DFSVX (1.67) vs HDSVX (0.12). DFSVX was incepted earlier than HDSVX: DFSVX (32 years) vs HDSVX (12 years). HDSVX (1.63) is less costly to investors than DFSVX (0.31). HDSVX is a more actively managed with annual turnover of: 44.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HDSVX: DFSVX (0) vs HDSVX (1000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. HDSVX (-4.03). DFSVX return over 5 years is better than : 105.30 vs. HDSVX (89.49).
| DFSVX | HDSVX | DFSVX / HDSVX | |
| Total Expense Ratio | 0.31 | 1.29 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.63 | 19% |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 1.067 | -4.739 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 53.5M | 30,093% |
| Annual Yield % from dividends | 1.67 | 0.12 | 1,388% |
| Returns for 1 year | 9.45 | -4.03 | -234% |
| Returns for 3 years | 32.84 | 8.49 | 387% |
| Returns for 5 years | 105.30 | 89.49 | 118% |
| Returns for 10 years | 45.10 | 45.54 | 99% |
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