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DFFVX vs HSMTX
DFFVX vs HSMTX Comparison
Open Charts DFFVX vs HSMTX
DFA US Targeted Value I
Price$31.76
Change-$0.82 (-2.52%)
VolumeN/A
Net Assets12.54B
Hartford Small Cap Value R5
Price$12.38
Change-$0.24 (-1.90%)
VolumeN/A
Net Assets125.62M
DFFVX vs HSMTX Comparison Chart
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DFFVX vs. HSMTX commentary
Mar 11, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.5B vs. HSMTX (126M). HSMTX pays higher dividends than DFFVX: HSMTX (1.66) vs DFFVX (1.42). DFFVX was incepted earlier than HSMTX: DFFVX (25 years) vs HSMTX (13 years). HSMTX (0.99) 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. HSMTX annual gain was more profitable for investors over the last year : 3.62 vs. DFFVX (3.23). DFFVX return over 5 years is better than : 115.18 vs. HSMTX (77.94).
| DFFVX | HSMTX | DFFVX / HSMTX | |
| Total Expense Ratio | 0.29 | 0.90 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 0.99 | 30% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | -5.208 | -6.726 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 126M | 9,921% |
| Annual Yield % from dividends | 1.42 | 1.66 | 86% |
| Returns for 1 year | 3.23 | 3.62 | 89% |
| Returns for 3 years | 13.83 | 3.63 | 381% |
| Returns for 5 years | 115.18 | 77.94 | 148% |
| Returns for 10 years | 52.47 | 1.64 | 3,204% |
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