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DFSVX vs HWSIX
DFSVX vs HWSIX Comparison
Open Charts DFSVX vs HWSIX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
Hotchkis & Wiley Small Cap Value I
Price$70.27
Change-$1.13 (-1.58%)
VolumeN/A
Net Assets740.05M
DFSVX vs HWSIX Comparison Chart
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DFSVX vs. HWSIX 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 HWSIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. HWSIX (740M). DFSVX pays higher dividends than HWSIX: DFSVX (1.65) vs HWSIX (1.10). 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 : 1.83 vs. HWSIX (-6.76). HWSIX (87.28) and DFSVX (86.94) 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 | -6.462 | -5.500 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 740M | 2,054% |
| Annual Yield % from dividends | 1.65 | 1.10 | 149% |
| Returns for 1 year | 1.83 | -6.76 | -27% |
| Returns for 3 years | 19.38 | 2.43 | 799% |
| Returns for 5 years | 86.94 | 87.28 | 100% |
| Returns for 10 years | 30.89 | 16.53 | 187% |
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