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DFSVX vs HSMAX
DFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAX
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
Hartford Small Cap Value A
Price$10.96
Change+$0.16 (+1.48%)
VolumeN/A
Net Assets158.77M
DFSVX vs HSMAX Comparison Chart
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DFSVX vs. HSMAX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.9B vs. HSMAX (159M). DFSVX pays higher dividends than HSMAX: DFSVX (1.65) vs HSMAX (1.44). DFSVX was incepted earlier than HSMAX: DFSVX (32 years) vs HSMAX (20 years). HSMAX (1.32) 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 (-5.06) and HSMAX (-5.23) have marching annual gain over last year. DFSVX return over 5 years is better than : 101.19 vs. HSMAX (72.39).
| DFSVX | HSMAX | DFSVX / HSMAX | |
| Total Expense Ratio | 0.31 | 1.30 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.32 | 23% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | -12.795 | -14.826 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 159M | 8,742% |
| Annual Yield % from dividends | 1.65 | 1.44 | 115% |
| Returns for 1 year | -5.06 | -5.23 | 97% |
| Returns for 3 years | 3.93 | -6.79 | -58% |
| Returns for 5 years | 101.19 | 72.39 | 140% |
| Returns for 10 years | 23.87 | -13.65 | -175% |
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