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DFSVX vs HFMDX
DFSVX vs HFMDX Comparison
Open Charts DFSVX vs HFMDX
DFA US Small Cap Value I
Price$47.02
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets15.54B
Hennessy Cornerstone Mid Cap 30 I
Price$21.47
Change+$0.23 (+1.08%)
VolumeN/A
Net Assets1.25B
DFSVX vs HFMDX Comparison Chart in %
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DFSVX vs. HFMDX commentary
Aug 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 DFSVX is a Buy and HFMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. HFMDX (1.25B). DFSVX pays higher dividends than HFMDX: DFSVX (1.64) vs HFMDX (0.17). DFSVX was incepted earlier than HFMDX: DFSVX (32 years) vs HFMDX (22 years). HFMDX (1.33) is less costly to investors than DFSVX (0.31). HFMDX is a more actively managed with annual turnover of: 94.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HFMDX: DFSVX (0) vs HFMDX (2500). DFSVX annual gain was more profitable for investors over the last year : 5.03 vs. HFMDX (-11.07). DFSVX return over 5 years is better than : 77.68 vs. HFMDX (68.74).
| DFSVX | HFMDX | DFSVX / HFMDX | |
| Total Expense Ratio | 0.31 | 1.33 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.33 | 23% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | -2.219 | -5.976 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 1.25B | 1,242% |
| Annual Yield % from dividends | 1.64 | 0.17 | 974% |
| Returns for 1 year | 5.03 | -11.07 | -45% |
| Returns for 3 years | 18.40 | 9.30 | 198% |
| Returns for 5 years | 77.68 | 68.74 | 113% |
| Returns for 10 years | 47.02 | 1.12 | 4,211% |
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