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DFSVX vs HWSCX
DFSVX vs HWSCX Comparison
Open Charts DFSVX vs HWSCX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
Hotchkis & Wiley Small Cap Value C
Price$51.28
Change-$0.83 (-1.59%)
VolumeN/A
Net Assets740.05M
DFSVX vs HWSCX Comparison Chart
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DFSVX vs. HWSCX commentary
Jun 15, 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 HWSCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. HWSCX (740M). DFSVX pays higher dividends than HWSCX: DFSVX (1.65) vs HWSCX (0.75). DFSVX was incepted earlier than HWSCX: DFSVX (32 years) vs HWSCX (23 years). HWSCX (1.95) is less costly to investors than DFSVX (0.31). HWSCX is a more actively managed with annual turnover of: 45.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HWSCX: DFSVX (0) vs HWSCX (2500). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. HWSCX (-9.77). DFSVX return over 5 years is better than : 86.94 vs. HWSCX (68.73).
| DFSVX | HWSCX | DFSVX / HWSCX | |
| Total Expense Ratio | 0.31 | 1.95 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.95 | 16% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -6.462 | -5.926 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 740M | 2,054% |
| Annual Yield % from dividends | 1.65 | 0.75 | 219% |
| Returns for 1 year | 1.83 | -9.77 | -19% |
| Returns for 3 years | 19.38 | -6.02 | -322% |
| Returns for 5 years | 86.94 | 68.73 | 126% |
| Returns for 10 years | 30.89 | -4.86 | -635% |
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