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DFSVX vs HSMAX
DFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.82B
Hartford Small Cap Value A
Price$12.92
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets186.89M
DFSVX vs HSMAX Comparison Chart in %
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DFSVX vs. HSMAX commentary
Sep 06, 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: 16.8B vs. HSMAX (187M). DFSVX pays higher dividends than HSMAX: DFSVX (1.52) vs HSMAX (1.32). DFSVX was incepted earlier than HSMAX: DFSVX (33 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 : 11.40 vs. HSMAX (4.35). DFSVX return over 5 years is better than : 94.21 vs. HSMAX (62.99).
| DFSVX | HSMAX | DFSVX / HSMAX | |
| Total Expense Ratio | 0.31 | 1.31 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.33 | 23% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 6.765 | 1.735 | 390% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 187M | 8,984% |
| Annual Yield % from dividends | 1.52 | 1.32 | 115% |
| Returns for 1 year | 11.40 | 4.35 | 262% |
| Returns for 3 years | 35.36 | 25.13 | 141% |
| Returns for 5 years | 94.21 | 62.99 | 150% |
| Returns for 10 years | 64.86 | 11.84 | 548% |
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