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DFSVX vs HWSZX
DFSVX vs HWSZX Comparison
Open Charts DFSVX vs HWSZX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Hotchkis & Wiley Small Cap Value Z
Price$75.80
Change+$0.41 (+0.54%)
VolumeN/A
Net Assets779.04M
DFSVX vs HWSZX Comparison Chart in %
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DFSVX vs. HWSZX 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 HWSZX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HWSZX (779M). DFSVX pays higher dividends than HWSZX: DFSVX (1.67) vs HWSZX (1.12). DFSVX was incepted earlier than HWSZX: DFSVX (32 years) vs HWSZX (6 years). HWSZX (0.86) is less costly to investors than DFSVX (0.31). HWSZX is a more actively managed with annual turnover of: 45.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HWSZX: DFSVX (0) vs HWSZX (1000000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. HWSZX (-4.81). HWSZX (97.70) and DFSVX (94.25) have equivalent 5 years return.
| DFSVX | HWSZX | DFSVX / HWSZX | |
| Total Expense Ratio | 0.31 | 0.86 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.86 | 36% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 0.901 | 1.964 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 779M | 2,054% |
| Annual Yield % from dividends | 1.67 | 1.12 | 149% |
| Returns for 1 year | 0.60 | -4.81 | -12% |
| Returns for 3 years | 27.09 | 9.43 | 287% |
| Returns for 5 years | 94.25 | 97.70 | 96% |
| Returns for 10 years | 50.73 | N/A | - |
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