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DFFVX vs HSMAX
DFFVX vs HSMAX Comparison
Open Charts DFFVX vs HSMAX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
Hartford Small Cap Value A
Price$12.79
Change-$0.55 (-4.12%)
VolumeN/A
CapitalizationN/A
DFFVX vs HSMAX Comparison Chart
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DFFVX vs. HSMAX commentary
Dec 19, 2024
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 Hold and HSMAX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. HSMAX (135M). DFFVX pays higher dividends than HSMAX: DFFVX (1.37) vs HSMAX (1.19). DFFVX was incepted earlier than HSMAX: DFFVX (25 years) vs HSMAX (20 years). HSMAX is a more actively managed with annual turnover of: 52.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than HSMAX: DFFVX (0) vs HSMAX (2000). HSMAX (16.12) and DFFVX (15.38) have marching annual gain over last year. DFFVX return over 5 years is better than : 60.26 vs. HSMAX (35.61).
| DFFVX | HSMAX | DFFVX / HSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 13.033 | 14.408 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 135M | 10,370% |
| Annual Yield % from dividends | 1.37 | 1.19 | 115% |
| Returns for 1 year | 15.38 | 16.12 | 95% |
| Returns for 3 years | 26.84 | 9.99 | 269% |
| Returns for 5 years | 60.26 | 35.61 | 169% |
| Returns for 10 years | 71.11 | 10.99 | 647% |
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