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DFSVX vs HSMAX
DFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAX
DFA US Small Cap Value I
Price$50.42
Change+$0.24 (+0.48%)
VolumeN/A
Net Assets16.31B
Hartford Small Cap Value A
Price$12.64
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets187.16M
DFSVX vs HSMAX Comparison Chart in %
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DFSVX vs. HSMAX commentary
Oct 09, 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 Hold and HSMAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. HSMAX (187M). DFSVX pays higher dividends than HSMAX: DFSVX (1.66) 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 : 7.51 vs. HSMAX (2.58). DFSVX return over 5 years is better than : 85.41 vs. HSMAX (55.33).
| 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 | 5.359 | -0.710 | -755% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 187M | 8,717% |
| Annual Yield % from dividends | 1.66 | 1.32 | 126% |
| Returns for 1 year | 7.51 | 2.58 | 292% |
| Returns for 3 years | 38.16 | 25.87 | 147% |
| Returns for 5 years | 85.41 | 55.33 | 154% |
| Returns for 10 years | 59.45 | 8.98 | 662% |
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