DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.01B
HSMAX
Price
$12.33
Change
+$0.04 (+0.33%)
Updated
Jul 25 closing price
Net Assets
181.68M
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DFSVX vs HSMAX

Header iconDFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAXBanner chart's image
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Hartford Small Cap Value A
Price$12.33
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets181.68M
DFSVX vs HSMAX Comparison Chart in %
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DFSVX vs. HSMAX commentary
Jul 27, 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 Hold.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HSMAX (182M). DFSVX pays higher dividends than HSMAX: DFSVX (1.67) vs HSMAX (1.43). DFSVX was incepted earlier than HSMAX: DFSVX (32 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 : 0.60 vs. HSMAX (-0.82). DFSVX return over 5 years is better than : 94.25 vs. HSMAX (64.93).
DFSVXHSMAXDFSVX / HSMAX
Total Expense Ratio0.311.3124%
Annual Report Gross Expense Ratio0.311.3323%
Fund Existence32 years21 years-
Gain YTD0.901-2.760-33%
Front LoadN/A6%-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets16B182M8,791%
Annual Yield % from dividends1.671.43117%
Returns for 1 year0.60-0.82-73%
Returns for 3 years27.0914.38188%
Returns for 5 years94.2564.93145%
Returns for 10 years50.731.712,974%
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