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DFSVX vs HSMAX
DFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
Hartford Small Cap Value A
Price$12.94
Change+$0.15 (+1.17%)
VolumeN/A
Net Assets136.76M
DFSVX vs HSMAX Comparison Chart
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DFSVX vs. HSMAX commentary
Jan 31, 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 StrongBuy and HSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. HSMAX (137M). 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). DFSVX annual gain was more profitable for investors over the last year : 17.34 vs. HSMAX (15.54). DFSVX return over 5 years is better than : 64.95 vs. HSMAX (41.04).
| 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 | 4.082 | 0.868 | 471% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 137M | 12,336% |
| Annual Yield % from dividends | 1.44 | 1.19 | 121% |
| Returns for 1 year | 17.34 | 15.54 | 112% |
| Returns for 3 years | 23.52 | 7.45 | 316% |
| Returns for 5 years | 64.95 | 41.04 | 158% |
| Returns for 10 years | 57.14 | 8.43 | 678% |
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