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DFSVX vs HWSZX
DFSVX vs HWSZX Comparison
Open Charts DFSVX vs HWSZX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Hotchkis & Wiley Small Cap Value Z
Price$74.92
Change-$0.75 (-0.99%)
VolumeN/A
Net Assets768.53M
DFSVX vs HWSZX Comparison Chart in %
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DFSVX vs. HWSZX commentary
Aug 18, 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 StrongBuy and HWSZX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. HWSZX (769M). DFSVX pays higher dividends than HWSZX: DFSVX (1.64) vs HWSZX (1.09). 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 : 5.62 vs. HWSZX (-2.68). HWSZX (81.14) and DFSVX (80.15) 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 | 1.483 | 0.780 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 769M | 2,094% |
| Annual Yield % from dividends | 1.64 | 1.09 | 151% |
| Returns for 1 year | 5.62 | -2.68 | -210% |
| Returns for 3 years | 16.09 | -1.06 | -1,517% |
| Returns for 5 years | 80.15 | 81.14 | 99% |
| Returns for 10 years | 50.63 | N/A | - |
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