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DFFVX vs HSMSX
DFFVX vs HSMSX Comparison
Open Charts DFFVX vs HSMSX
DFA US Targeted Value I
Price$32.27
Change-$0.20 (-0.62%)
VolumeN/A
Net Assets12.59B
Hartford Small Cap Value R4
Price$12.26
Change-$0.06 (-0.49%)
VolumeN/A
Net Assets170.1M
DFFVX vs HSMSX Comparison Chart
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DFFVX vs. HSMSX commentary
Jun 06, 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 Hold and HSMSX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. HSMSX (170M). DFFVX pays higher dividends than HSMSX: DFFVX (1.62) vs HSMSX (1.47). 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 : 2.26 vs. HSMSX (-2.06). DFFVX return over 5 years is better than : 77.33 vs. HSMSX (42.72).
| 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 | -5.699 | -9.345 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 170M | 7,412% |
| Annual Yield % from dividends | 1.62 | 1.47 | 110% |
| Returns for 1 year | 2.26 | -2.06 | -110% |
| Returns for 3 years | 12.70 | 2.29 | 555% |
| Returns for 5 years | 77.33 | 42.72 | 181% |
| Returns for 10 years | 46.61 | -4.38 | -1,063% |
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