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DFSVX vs HDSVX
DFSVX vs HDSVX Comparison
Open Charts DFSVX vs HDSVX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
Hodges Small Intrinsic Value Retail
Price$16.38
Change-$0.34 (-2.03%)
VolumeN/A
Net Assets50.62M
DFSVX vs HDSVX Comparison Chart
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DFSVX vs. HDSVX commentary
Jun 14, 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 Hold and HDSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. HDSVX (50.6M). DFSVX pays higher dividends than HDSVX: DFSVX (1.65) vs HDSVX (0.12). DFSVX was incepted earlier than HDSVX: DFSVX (32 years) vs HDSVX (11 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 : 1.83 vs. HDSVX (-12.27). DFSVX return over 5 years is better than : 86.94 vs. HDSVX (74.42).
| 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 | 11 years | - |
| Gain YTD | -6.462 | -12.780 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 50.6M | 30,040% |
| Annual Yield % from dividends | 1.65 | 0.12 | 1,325% |
| Returns for 1 year | 1.83 | -12.27 | -15% |
| Returns for 3 years | 19.38 | -4.12 | -471% |
| Returns for 5 years | 86.94 | 74.42 | 117% |
| Returns for 10 years | 30.89 | 30.10 | 103% |
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