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DFFVX vs HSMAX
DFFVX vs HSMAX Comparison
Open Charts DFFVX vs HSMAX
DFA US Targeted Value I
Price$31.85
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets12.36B
Hartford Small Cap Value A
Price$11.33
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets172.3M
DFFVX vs HSMAX Comparison Chart
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DFFVX vs. HSMAX commentary
May 23, 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 DFFVX is a Buy and HSMAX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.4B vs. HSMAX (172M). DFFVX pays higher dividends than HSMAX: DFFVX (1.71) vs HSMAX (1.53). DFFVX was incepted earlier than HSMAX: DFFVX (25 years) vs HSMAX (20 years). HSMAX (1.33) is less costly to investors than DFFVX (0.30). HSMAX is a more actively managed with annual turnover of: 46.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than HSMAX: DFFVX (0) vs HSMAX (2000). DFFVX annual gain was more profitable for investors over the last year : -1.47 vs. HSMAX (-3.05). DFFVX return over 5 years is better than : 108.13 vs. HSMAX (73.60).
| DFFVX | HSMAX | DFFVX / HSMAX | |
| Total Expense Ratio | 0.29 | 1.31 | 22% |
| Annual Report Gross Expense Ratio | 0.30 | 1.33 | 23% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | -6.926 | -7.965 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 172M | 7,209% |
| Annual Yield % from dividends | 1.71 | 1.53 | 112% |
| Returns for 1 year | -1.47 | -3.05 | 48% |
| Returns for 3 years | 17.12 | 8.45 | 203% |
| Returns for 5 years | 108.13 | 73.60 | 147% |
| Returns for 10 years | 44.83 | -6.90 | -650% |
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