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DFSVX vs HSMAX
DFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAX
DFA US Small Cap Value I
Price$46.03
Change-$0.81 (-1.73%)
VolumeN/A
CapitalizationN/A
Hartford Small Cap Value A
Price$12.29
Change-$0.24 (-1.92%)
VolumeN/A
CapitalizationN/A
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DFSVX vs HSMAX Comparison Chart
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DFSVX vs. HSMAX commentary
Sep 08, 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 StrongSell and HSMAX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.6B vs. HSMAX (120M). 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 : 17.34 vs. DFSVX (15.15). DFSVX return over 5 years is better than : 57.18 vs. HSMAX (34.32).
| 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 | 5.021 | 7.461 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 120M | 13,000% |
| Annual Yield % from dividends | 1.44 | 1.19 | 121% |
| Returns for 1 year | 15.15 | 17.34 | 87% |
| Returns for 3 years | 7.53 | -3.53 | -213% |
| Returns for 5 years | 57.18 | 34.32 | 167% |
| Returns for 10 years | 33.02 | -5.39 | -612% |
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