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DFSVX vs HSMAX
DFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
Hartford Small Cap Value A
Price$11.33
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets172.3M
DFSVX vs HSMAX Comparison Chart
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DFSVX vs. HSMAX commentary
May 23, 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.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. HSMAX (172M). DFSVX pays higher dividends than HSMAX: DFSVX (1.75) vs HSMAX (1.53). DFSVX was incepted earlier than HSMAX: DFSVX (32 years) vs HSMAX (20 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). HSMAX annual gain was more profitable for investors over the last year : -3.05 vs. DFSVX (-4.37). DFSVX return over 5 years is better than : 95.13 vs. HSMAX (73.60).
| DFSVX | HSMAX | DFSVX / HSMAX | |
| Total Expense Ratio | 0.31 | 1.31 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.33 | 23% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | -8.511 | -7.965 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 172M | 8,488% |
| Annual Yield % from dividends | 1.75 | 1.53 | 114% |
| Returns for 1 year | -4.37 | -3.05 | 143% |
| Returns for 3 years | 14.43 | 8.45 | 171% |
| Returns for 5 years | 95.13 | 73.60 | 129% |
| Returns for 10 years | 28.70 | -6.90 | -416% |
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