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DFFVX vs HSMTX
DFFVX vs HSMTX Comparison
Open Charts DFFVX vs HSMTX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
Hartford Small Cap Value R5
Price$13.68
Change-$0.59 (-4.13%)
VolumeN/A
CapitalizationN/A
DFFVX vs HSMTX Comparison Chart
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DFFVX vs. HSMTX 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 HSMTX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. HSMTX (135M). HSMTX pays higher dividends than DFFVX: HSMTX (1.49) vs DFFVX (1.37). DFFVX was incepted earlier than HSMTX: DFFVX (25 years) vs HSMTX (13 years). HSMTX is a more actively managed with annual turnover of: 52.00 vs. DFFVX (20.00). DFFVX (0) and HSMTX (0) have matching initial minimum investment requirements. HSMTX annual gain was more profitable for investors over the last year : 16.76 vs. DFFVX (15.38). DFFVX return over 5 years is better than : 60.26 vs. HSMTX (39.44).
| DFFVX | HSMTX | DFFVX / HSMTX | |
| 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 | 15.081 | 86% |
| 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 | 1.49 | 92% |
| Returns for 1 year | 15.38 | 16.76 | 92% |
| Returns for 3 years | 26.84 | 12.15 | 221% |
| Returns for 5 years | 60.26 | 39.44 | 153% |
| Returns for 10 years | 71.11 | 17.57 | 405% |
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