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DFSVX vs HSMAX
DFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.05B
Hartford Small Cap Value A
Price$12.33
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets181.23M
DFSVX vs HSMAX Comparison Chart in %
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DFSVX vs. HSMAX commentary
Jul 04, 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 HSMAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HSMAX (181M). DFSVX pays higher dividends than HSMAX: DFSVX (1.67) vs HSMAX (1.43). DFSVX was incepted earlier than HSMAX: DFSVX (32 years) vs HSMAX (21 years). HSMAX (1.33) is less costly to investors than DFSVX (0.31). HSMAX is a more actively managed with annual turnover of: 46.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HSMAX: DFSVX (0) vs HSMAX (2000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. HSMAX (5.76). DFSVX return over 5 years is better than : 105.30 vs. HSMAX (70.02).
| DFSVX | HSMAX | DFSVX / HSMAX | |
| Total Expense Ratio | 0.31 | 1.31 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.33 | 23% |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 1.067 | -3.470 | -31% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 181M | 8,840% |
| Annual Yield % from dividends | 1.67 | 1.43 | 117% |
| Returns for 1 year | 9.45 | 5.76 | 164% |
| Returns for 3 years | 32.84 | 18.18 | 181% |
| Returns for 5 years | 105.30 | 70.02 | 150% |
| Returns for 10 years | 45.10 | -0.72 | -6,246% |
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