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DFSVX vs HSEIX
DFSVX vs HSEIX Comparison
Open Charts DFSVX vs HSEIX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Hartford Small Cap Value I
Price$12.84
Change-$0.56 (-4.18%)
VolumeN/A
CapitalizationN/A
DFSVX vs HSEIX Comparison Chart
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DFSVX vs. HSEIX commentary
Dec 19, 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 HSEIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. HSEIX (135M). HSEIX (1.49) and DFSVX (1.44) have matching dividends . DFSVX was incepted earlier than HSEIX: DFSVX (32 years) vs HSEIX (10 years). HSEIX is a more actively managed with annual turnover of: 52.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than HSEIX: DFSVX (0) vs HSEIX (2000). HSEIX annual gain was more profitable for investors over the last year : 16.49 vs. DFSVX (15.68). DFSVX return over 5 years is better than : 52.30 vs. HSEIX (37.44).
| DFSVX | HSEIX | DFSVX / HSEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 13.283 | 14.824 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 135M | 12,519% |
| Annual Yield % from dividends | 1.44 | 1.49 | 97% |
| Returns for 1 year | 15.68 | 16.49 | 95% |
| Returns for 3 years | 24.57 | 11.04 | 223% |
| Returns for 5 years | 52.30 | 37.44 | 140% |
| Returns for 10 years | 52.91 | N/A | - |
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