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DFSVX vs HSMAX
DFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAX
DFA US Small Cap Value I
Price$43.50
Change-$0.59 (-1.34%)
VolumeN/A
Net Assets14.79B
Hartford Small Cap Value A
Price$11.38
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets122.19M
DFSVX vs HSMAX Comparison Chart
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DFSVX vs. HSMAX commentary
Mar 14, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. HSMAX (122M). DFSVX pays higher dividends than HSMAX: DFSVX (1.51) vs HSMAX (1.36). DFSVX was incepted earlier than HSMAX: DFSVX (32 years) vs HSMAX (20 years). HSMAX (1.32) 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). HSMAX annual gain was more profitable for investors over the last year : 0.65 vs. DFSVX (-0.69). DFSVX return over 5 years is better than : 102.87 vs. HSMAX (75.04).
| DFSVX | HSMAX | DFSVX / HSMAX | |
| Total Expense Ratio | 0.31 | 1.30 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.32 | 23% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | -9.112 | -9.306 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 122M | 12,131% |
| Annual Yield % from dividends | 1.51 | 1.36 | 111% |
| Returns for 1 year | -0.69 | 0.65 | -106% |
| Returns for 3 years | 6.85 | -1.07 | -639% |
| Returns for 5 years | 102.87 | 75.04 | 137% |
| Returns for 10 years | 31.83 | -6.65 | -478% |
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