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DFFVX vs HSMTX
DFFVX vs HSMTX Comparison
Open Charts DFFVX vs HSMTX
DFA US Targeted Value I
Price$32.67
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets12.49B
Hartford Small Cap Value R5
Price$12.36
Change+$0.17 (+1.39%)
VolumeN/A
Net Assets168.89M
DFFVX vs HSMTX Comparison Chart
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DFFVX vs. HSMTX commentary
Jun 07, 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 HSMTX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.5B vs. HSMTX (169M). HSMTX pays higher dividends than DFFVX: HSMTX (1.79) vs DFFVX (1.62). DFFVX was incepted earlier than HSMTX: DFFVX (25 years) vs HSMTX (14 years). HSMTX (1.01) is less costly to investors than DFFVX (0.30). HSMTX is a more actively managed with annual turnover of: 46.00 vs. DFFVX (7.00). DFFVX (0) and HSMTX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 3.08 vs. HSMTX (-2.81). DFFVX return over 5 years is better than : 79.52 vs. HSMTX (43.17).
| DFFVX | HSMTX | DFFVX / HSMTX | |
| Total Expense Ratio | 0.29 | 0.91 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 1.01 | 30% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -4.530 | -9.904 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 169M | 7,396% |
| Annual Yield % from dividends | 1.62 | 1.79 | 90% |
| Returns for 1 year | 3.08 | -2.81 | -109% |
| Returns for 3 years | 11.76 | 1.20 | 977% |
| Returns for 5 years | 79.52 | 43.17 | 184% |
| Returns for 10 years | 50.14 | -2.11 | -2,373% |
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