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DFSVX vs HSMAX
DFSVX vs HSMAX Comparison
Open Charts DFSVX vs HSMAX
DFSVX vs HSMAX Comparison Chart in %
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DFSVX vs. HSMAX commentary
Aug 21, 2026
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: 19.7B vs. HSMAX (312M). DFSVX pays higher dividends than HSMAX: DFSVX (1.50) vs HSMAX (0.72). DFSVX was incepted earlier than HSMAX: DFSVX (33 years) vs HSMAX (22 years). HSMAX (1.30) is less costly to investors than DFSVX (0.31). HSMAX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (7.00). 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 : 30.71 vs. HSMAX (22.12). DFSVX return over 5 years is better than : 54.56 vs. HSMAX (19.17).
| DFSVX | HSMAX | DFSVX / HSMAX | |
| Total Expense Ratio | 0.31 | 1.30 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.30 | 24% |
| Fund Existence | 33 years | 22 years | - |
| Gain YTD | 22.956 | 23.001 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 312M | 6,314% |
| Annual Yield % from dividends | 1.50 | 0.72 | 207% |
| Returns for 1 year | 30.71 | 22.12 | 139% |
| Returns for 3 years | 59.16 | 41.86 | 141% |
| Returns for 5 years | 54.56 | 19.17 | 285% |
| Returns for 10 years | 102.74 | 33.58 | 306% |
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