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DODGX vs HWCAX
DODGX vs HWCAX Comparison
Open Charts DODGX vs HWCAX
Hotchkis & Wiley Disciplined Value A
Price$30.90
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets82.42M
DODGX vs HWCAX Comparison Chart in %
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DODGX vs. HWCAX commentary
Jul 07, 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 DODGX is a Buy and HWCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. HWCAX (82.4M). HWCAX pays higher dividends than DODGX: HWCAX (1.53) vs DODGX (1.38). DODGX was incepted earlier than HWCAX: DODGX (61 years) vs HWCAX (21 years). HWCAX (1.23) is less costly to investors than DODGX (0.51). HWCAX is a more actively managed with annual turnover of: 34.00 vs. DODGX (15.00). DODGX (2500) and HWCAX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 8.33 vs. HWCAX (1.56). HWCAX return over 5 years is better than : 112.80 vs. DODGX (79.15).
| DODGX | HWCAX | DODGX / HWCAX | |
| Total Expense Ratio | 0.51 | 1.05 | 49% |
| Annual Report Gross Expense Ratio | 0.51 | 1.23 | 41% |
| Fund Existence | 61 years | 21 years | - |
| Gain YTD | 7.647 | 7.404 | 103% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 82.4M | 138,350% |
| Annual Yield % from dividends | 1.38 | 1.53 | 90% |
| Returns for 1 year | 8.33 | 1.56 | 533% |
| Returns for 3 years | 31.93 | 33.82 | 94% |
| Returns for 5 years | 79.15 | 112.80 | 70% |
| Returns for 10 years | 63.83 | 121.13 | 53% |
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