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DFSVX vs HFMDX
DFSVX vs HFMDX Comparison
Open Charts DFSVX vs HFMDX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Hennessy Cornerstone Mid Cap 30 I
Price$21.92
Change-$0.54 (-2.40%)
VolumeN/A
Net Assets1.78B
DFSVX vs HFMDX Comparison Chart
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DFSVX vs. HFMDX commentary
Feb 23, 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 Hold and HFMDX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. HFMDX (1.79B). 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). DFSVX annual gain was more profitable for investors over the last year : 9.32 vs. HFMDX (4.53). HFMDX return over 5 years is better than : 67.73 vs. DFSVX (52.23).
| 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 | -1.546 | -2.966 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.79B | 891% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 9.32 | 4.53 | 206% |
| Returns for 3 years | 17.14 | 15.65 | 110% |
| Returns for 5 years | 52.23 | 67.73 | 77% |
| Returns for 10 years | 41.91 | 13.87 | 302% |
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