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DFSVX vs HWSAX
DFSVX vs HWSAX Comparison
Open Charts DFSVX vs HWSAX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Hotchkis & Wiley Small Cap Value A
Price$75.09
Change+$0.40 (+0.54%)
VolumeN/A
Net Assets779.04M
DFSVX vs HWSAX Comparison Chart in %
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DFSVX vs. HWSAX commentary
Jul 27, 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 HWSAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HWSAX (779M). DFSVX pays higher dividends than HWSAX: DFSVX (1.67) vs HWSAX (0.84). DFSVX was incepted earlier than HWSAX: DFSVX (32 years) vs HWSAX (25 years). HWSAX (1.20) is less costly to investors than DFSVX (0.31). HWSAX is a more actively managed with annual turnover of: 45.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HWSAX: DFSVX (0) vs HWSAX (2500). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. HWSAX (-5.15). HWSAX (94.65) and DFSVX (94.25) have equivalent 5 years return.
| DFSVX | HWSAX | DFSVX / HWSAX | |
| Total Expense Ratio | 0.31 | 1.20 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.20 | 26% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 0.901 | 1.734 | 52% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 779M | 2,054% |
| Annual Yield % from dividends | 1.67 | 0.84 | 198% |
| Returns for 1 year | 0.60 | -5.15 | -12% |
| Returns for 3 years | 27.09 | 8.55 | 317% |
| Returns for 5 years | 94.25 | 94.65 | 100% |
| Returns for 10 years | 50.73 | 33.40 | 152% |