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DFFVX vs HSMSX
DFFVX vs HSMSX Comparison
Open Charts DFFVX vs HSMSX
DFA US Targeted Value I
Price$31.62
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets12.26B
Hartford Small Cap Value R4
Price$12.01
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets165.52M
DFFVX vs HSMSX Comparison Chart
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DFFVX vs. HSMSX commentary
May 12, 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 HSMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.3B vs. HSMSX (166M). DFFVX pays higher dividends than HSMSX: DFFVX (1.71) vs HSMSX (1.54). DFFVX was incepted earlier than HSMSX: DFFVX (25 years) vs HSMSX (14 years). HSMSX (1.31) is less costly to investors than DFFVX (0.30). HSMSX is a more actively managed with annual turnover of: 46.00 vs. DFFVX (7.00). DFFVX (0) and HSMSX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : -2.42 vs. HSMSX (-4.67). DFFVX return over 5 years is better than : 105.73 vs. HSMSX (67.39).
| DFFVX | HSMSX | DFFVX / HSMSX | |
| Total Expense Ratio | 0.29 | 1.21 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.31 | 23% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -7.598 | -11.626 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 166M | 7,410% |
| Annual Yield % from dividends | 1.71 | 1.54 | 111% |
| Returns for 1 year | -2.42 | -4.67 | 52% |
| Returns for 3 years | 18.29 | 4.54 | 402% |
| Returns for 5 years | 105.73 | 67.39 | 157% |
| Returns for 10 years | 45.65 | -5.55 | -822% |
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