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DFSVX vs HWVIX
DFSVX vs HWVIX Comparison
Open Charts DFSVX vs HWVIX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Hotchkis & Wiley Sm Cp Divers Val I
Price$13.62
Change+$1.31 (+10.64%)
VolumeN/A
Net Assets815M
DFSVX vs HWVIX Comparison Chart in %
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DFSVX vs. HWVIX commentary
Feb 05, 2026
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 HWVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. HWVIX (815M). DFSVX pays higher dividends than HWVIX: DFSVX (1.58) vs HWVIX (1.07). DFSVX was incepted earlier than HWVIX: DFSVX (33 years) vs HWVIX (12 years). HWVIX (0.88) is less costly to investors than DFSVX (0.31). HWVIX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than HWVIX: DFSVX (0) vs HWVIX (250000). DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. HWVIX (10.64). DFSVX return over 5 years is better than : 55.54 vs. HWVIX (19.31).
| DFSVX | HWVIX | DFSVX / HWVIX | |
| Total Expense Ratio | 0.31 | 0.81 | 38% |
| Annual Report Gross Expense Ratio | 0.31 | 0.88 | 35% |
| Fund Existence | 33 years | 12 years | - |
| Gain YTD | 9.431 | 8.439 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 815M | 2,196% |
| Annual Yield % from dividends | 1.58 | 1.07 | 148% |
| Returns for 1 year | 17.52 | 10.64 | 165% |
| Returns for 3 years | 35.91 | 5.75 | 625% |
| Returns for 5 years | 55.54 | 19.31 | 288% |
| Returns for 10 years | 121.92 | 85.11 | 143% |
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