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DFSVX vs HWSCX
DFSVX vs HWSCX Comparison
Open Charts DFSVX vs HWSCX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Hotchkis & Wiley Small Cap Value C
Price$55.22
Change+$0.29 (+0.53%)
VolumeN/A
Net Assets779.04M
DFSVX vs HWSCX Comparison Chart in %
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DFSVX vs. HWSCX 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 HWSCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HWSCX (779M). DFSVX pays higher dividends than HWSCX: DFSVX (1.67) vs HWSCX (0.72). 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 : 0.60 vs. HWSCX (-7.97). DFSVX return over 5 years is better than : 94.25 vs. HWSCX (77.15).
| 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 | 0.901 | 1.303 | 69% |
| Front Load | N/A | N/A | - |
| 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 | 0.72 | 232% |
| Returns for 1 year | 0.60 | -7.97 | -7% |
| Returns for 3 years | 27.09 | 0.25 | 10,766% |
| Returns for 5 years | 94.25 | 77.15 | 122% |
| Returns for 10 years | 50.73 | 11.05 | 459% |
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