Ad is loading...
DFSVX vs HFMDX
DFSVX vs HFMDX Comparison
Open Charts DFSVX vs HFMDX
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets12.71B
Hennessy Cornerstone Mid Cap 30 I
Price$19.46
Change+$1.60 (+8.96%)
VolumeN/A
Net Assets1.21B
DFSVX vs HFMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HFMDX commentary
Apr 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 DFSVX is a Buy and HFMDX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 12.7B vs. HFMDX (1.21B). DFSVX pays higher dividends than HFMDX: DFSVX (1.65) vs HFMDX (0.18). DFSVX was incepted earlier than HFMDX: DFSVX (32 years) vs HFMDX (22 years). HFMDX (1.34) 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 : -15.85 vs. HFMDX (-22.30). HFMDX return over 5 years is better than : 104.08 vs. DFSVX (73.80).
| DFSVX | HFMDX | DFSVX / HFMDX | |
| Total Expense Ratio | 0.31 | 1.34 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.34 | 23% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | -20.700 | -20.938 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 1.21B | 1,051% |
| Annual Yield % from dividends | 1.65 | 0.18 | 928% |
| Returns for 1 year | -15.85 | -22.30 | 71% |
| Returns for 3 years | -5.38 | -10.17 | 53% |
| Returns for 5 years | 73.80 | 104.08 | 71% |
| Returns for 10 years | 11.58 | -8.71 | -133% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers