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DFFVX vs HSMSX
DFFVX vs HSMSX Comparison
Open Charts DFFVX vs HSMSX
DFA US Targeted Value I
Price$29.24
Change+$0.32 (+1.11%)
VolumeN/A
Net Assets11.23B
Hartford Small Cap Value R4
Price$11.34
Change+$0.12 (+1.07%)
VolumeN/A
Net Assets153.79M
DFFVX vs HSMSX Comparison Chart
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DFFVX vs. HSMSX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.2B vs. HSMSX (154M). DFFVX pays higher dividends than HSMSX: DFFVX (1.63) vs HSMSX (1.45). DFFVX was incepted earlier than HSMSX: DFFVX (25 years) vs HSMSX (14 years). HSMSX (1.29) 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 : -3.30 vs. HSMSX (-3.87). DFFVX return over 5 years is better than : 105.39 vs. HSMSX (69.19).
| DFFVX | HSMSX | DFFVX / HSMSX | |
| Total Expense Ratio | 0.29 | 1.20 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.29 | 23% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -14.553 | -17.439 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 154M | 7,273% |
| Annual Yield % from dividends | 1.63 | 1.45 | 113% |
| Returns for 1 year | -3.30 | -3.87 | 85% |
| Returns for 3 years | 1.74 | -9.30 | -19% |
| Returns for 5 years | 105.39 | 69.19 | 152% |
| Returns for 10 years | 33.70 | -13.49 | -250% |
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