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DFFVX vs HSMRX
DFFVX vs HSMRX Comparison
Open Charts DFFVX vs HSMRX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
Hartford Small Cap Value R3
Price$13.44
Change-$0.58 (-4.14%)
VolumeN/A
CapitalizationN/A
DFFVX vs HSMRX Comparison Chart
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DFFVX vs. HSMRX 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 HSMRX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. HSMRX (135M). DFFVX pays higher dividends than HSMRX: DFFVX (1.37) vs HSMRX (0.95). DFFVX was incepted earlier than HSMRX: DFFVX (25 years) vs HSMRX (13 years). HSMRX is a more actively managed with annual turnover of: 52.00 vs. DFFVX (20.00). DFFVX (0) and HSMRX (0) have matching initial minimum investment requirements. HSMRX (16.04) and DFFVX (15.38) have marching annual gain over last year. DFFVX return over 5 years is better than : 60.26 vs. HSMRX (35.98).
| DFFVX | HSMRX | DFFVX / HSMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 13.033 | 14.356 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 135M | 10,370% |
| Annual Yield % from dividends | 1.37 | 0.95 | 145% |
| Returns for 1 year | 15.38 | 16.04 | 96% |
| Returns for 3 years | 26.84 | 10.01 | 268% |
| Returns for 5 years | 60.26 | 35.98 | 167% |
| Returns for 10 years | 71.11 | 11.95 | 595% |
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