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DFSVX vs HFMDX
DFSVX vs HFMDX Comparison
Open Charts DFSVX vs HFMDX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Hennessy Cornerstone Mid Cap 30 I
Price$27.20
Change-$0.12 (-0.44%)
VolumeN/A
CapitalizationN/A
DFSVX vs HFMDX Comparison Chart
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DFSVX vs. HFMDX commentary
Nov 18, 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 DFSVX is a Buy and HFMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. HFMDX (1.68B). DFSVX pays higher dividends than HFMDX: DFSVX (1.44) vs HFMDX (0.00). DFSVX was incepted earlier than HFMDX: DFSVX (32 years) vs HFMDX (21 years). HFMDX is a more actively managed with annual turnover of: 120.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than HFMDX: DFSVX (0) vs HFMDX (2500). HFMDX annual gain was more profitable for investors over the last year : 37.58 vs. DFSVX (26.86). HFMDX return over 5 years is better than : 118.92 vs. DFSVX (56.90).
| DFSVX | HFMDX | DFSVX / HFMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 14.541 | 37.722 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.68B | 1,033% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 26.86 | 37.58 | 71% |
| Returns for 3 years | 7.13 | 31.33 | 23% |
| Returns for 5 years | 56.90 | 118.92 | 48% |
| Returns for 10 years | 48.27 | 43.45 | 111% |
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