Ad is loading...
DFSVX vs HSEIX
DFSVX vs HSEIX Comparison
Open Charts DFSVX vs HSEIX
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets12.71B
Hartford Small Cap Value I
Price$10.86
Change+$0.77 (+7.63%)
VolumeN/A
Net Assets152.45M
DFSVX vs HSEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. HSEIX 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 HSEIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 12.7B vs. HSEIX (152M). HSEIX pays higher dividends than DFSVX: HSEIX (1.76) vs DFSVX (1.65). DFSVX was incepted earlier than HSEIX: DFSVX (32 years) vs HSEIX (10 years). HSEIX (1.01) is less costly to investors than DFSVX (0.31). HSEIX is a more actively managed with annual turnover of: 46.00 vs. DFSVX (12.00). 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 : -13.44 vs. DFSVX (-15.85). DFSVX return over 5 years is better than : 73.80 vs. HSEIX (53.87).
| DFSVX | HSEIX | DFSVX / HSEIX | |
| Total Expense Ratio | 0.31 | 1.00 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.01 | 31% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -20.700 | -20.551 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 152M | 8,355% |
| Annual Yield % from dividends | 1.65 | 1.76 | 94% |
| Returns for 1 year | -15.85 | -13.44 | 118% |
| Returns for 3 years | -5.38 | -11.47 | 47% |
| Returns for 5 years | 73.80 | 53.87 | 137% |
| Returns for 10 years | 11.58 | -18.30 | -63% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers