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DFSVX vs HDSVX
DFSVX vs HDSVX Comparison
Open Charts DFSVX vs HDSVX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Hodges Small Intrinsic Value Retail
Price$18.19
Change+$0.17 (+0.94%)
VolumeN/A
Net Assets54.08M
DFSVX vs HDSVX Comparison Chart in %
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DFSVX vs. HDSVX commentary
Jul 28, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HDSVX (54.1M). 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: 49.00 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 : 0.60 vs. HDSVX (-8.59). DFSVX return over 5 years is better than : 94.25 vs. HDSVX (84.86).
| 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 | 0.901 | -3.142 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 54.1M | 29,575% |
| Annual Yield % from dividends | 1.67 | 0.12 | 1,388% |
| Returns for 1 year | 0.60 | -8.59 | -7% |
| Returns for 3 years | 27.09 | 5.86 | 462% |
| Returns for 5 years | 94.25 | 84.86 | 111% |
| Returns for 10 years | 50.73 | 51.17 | 99% |
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