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DFSVX vs HSMAX
DFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Hartford Small Cap Value A
Price$12.79
Change-$0.55 (-4.12%)
VolumeN/A
CapitalizationN/A
DFSVX vs HSMAX Comparison Chart
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DFSVX vs. HSMAX commentary
Dec 19, 2024
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: 16.9B vs. HSMAX (135M). DFSVX pays higher dividends than HSMAX: DFSVX (1.44) vs HSMAX (1.19). DFSVX was incepted earlier than HSMAX: DFSVX (32 years) vs HSMAX (20 years). HSMAX is a more actively managed with annual turnover of: 52.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than HSMAX: DFSVX (0) vs HSMAX (2000). HSMAX annual gain was more profitable for investors over the last year : 16.12 vs. DFSVX (9.08). DFSVX return over 5 years is better than : 46.31 vs. HSMAX (35.61).
| DFSVX | HSMAX | DFSVX / HSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 8.833 | 14.408 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 135M | 12,519% |
| Annual Yield % from dividends | 1.44 | 1.19 | 121% |
| Returns for 1 year | 9.08 | 16.12 | 56% |
| Returns for 3 years | 19.68 | 9.99 | 197% |
| Returns for 5 years | 46.31 | 35.61 | 130% |
| Returns for 10 years | 46.90 | 10.99 | 427% |
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