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DFSVX vs HWSIX
DFSVX vs HWSIX Comparison
Open Charts DFSVX vs HWSIX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Hotchkis & Wiley Small Cap Value I
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets776.81M
DFSVX vs HWSIX Comparison Chart in %
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DFSVX vs. HWSIX commentary
Jul 07, 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 HWSIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. HWSIX (777M). DFSVX pays higher dividends than HWSIX: DFSVX (1.67) vs HWSIX (1.05). DFSVX was incepted earlier than HWSIX: DFSVX (32 years) vs HWSIX (40 years). HWSIX (1.05) is less costly to investors than DFSVX (0.31). HWSIX is a more actively managed with annual turnover of: 45.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HWSIX: DFSVX (0) vs HWSIX (250000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. HWSIX (-0.97). DFSVX (105.30) and HWSIX (104.58) have equivalent 5 years return.
| DFSVX | HWSIX | DFSVX / HWSIX | |
| Total Expense Ratio | 0.31 | 0.97 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 1.05 | 30% |
| Fund Existence | 32 years | 40 years | - |
| Gain YTD | 1.067 | 0.740 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 777M | 2,072% |
| Annual Yield % from dividends | 1.67 | 1.05 | 159% |
| Returns for 1 year | 9.45 | -0.97 | -978% |
| Returns for 3 years | 32.84 | 14.60 | 225% |
| Returns for 5 years | 105.30 | 104.58 | 101% |
| Returns for 10 years | 45.10 | 28.94 | 156% |
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