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DFSVX vs HSMAX
DFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Hartford Small Cap Value A
Price$12.33
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets181.68M
DFSVX vs HSMAX Comparison Chart in %
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DFSVX vs. HSMAX commentary
Jul 27, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HSMAX (182M). 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 : 0.60 vs. HSMAX (-0.82). DFSVX return over 5 years is better than : 94.25 vs. HSMAX (64.93).
| 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 | 0.901 | -2.760 | -33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 182M | 8,791% |
| Annual Yield % from dividends | 1.67 | 1.43 | 117% |
| Returns for 1 year | 0.60 | -0.82 | -73% |
| Returns for 3 years | 27.09 | 14.38 | 188% |
| Returns for 5 years | 94.25 | 64.93 | 145% |
| Returns for 10 years | 50.73 | 1.71 | 2,974% |
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