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DFSVX vs HWVZX
DFSVX vs HWVZX Comparison
Open Charts DFSVX vs HWVZX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.10
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets785.69M
DFSVX vs HWVZX Comparison Chart in %
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DFSVX vs. HWVZX 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 HWVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HWVZX (786M). DFSVX pays higher dividends than HWVZX: DFSVX (1.67) vs HWVZX (0.93). DFSVX was incepted earlier than HWVZX: DFSVX (32 years) vs HWVZX (6 years). HWVZX (0.76) is less costly to investors than DFSVX (0.31). HWVZX is a more actively managed with annual turnover of: 54.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HWVZX: DFSVX (0) vs HWVZX (1000000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. HWVZX (-8.89). DFSVX return over 5 years is better than : 94.25 vs. HWVZX (60.38).
| DFSVX | HWVZX | DFSVX / HWVZX | |
| Total Expense Ratio | 0.31 | 0.76 | 41% |
| Annual Report Gross Expense Ratio | 0.31 | 0.76 | 41% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 0.901 | -1.786 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 786M | 2,036% |
| Annual Yield % from dividends | 1.67 | 0.93 | 179% |
| Returns for 1 year | 0.60 | -8.89 | -7% |
| Returns for 3 years | 27.09 | -0.33 | -8,187% |
| Returns for 5 years | 94.25 | 60.38 | 156% |
| Returns for 10 years | 50.73 | N/A | - |
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