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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
Jul 26, 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 StrongBuy and HSMAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.4B vs. HSMAX (289M). DFSVX pays higher dividends than HSMAX: DFSVX (1.54) 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 : 30.41 vs. HSMAX (22.35). DFSVX return over 5 years is better than : 53.14 vs. HSMAX (19.20).
| 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 | 20.848 | 22.836 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 289M | 6,713% |
| Annual Yield % from dividends | 1.54 | 0.72 | 212% |
| Returns for 1 year | 30.41 | 22.35 | 136% |
| Returns for 3 years | 52.72 | 38.00 | 139% |
| Returns for 5 years | 53.14 | 19.20 | 277% |
| Returns for 10 years | 102.29 | 35.08 | 292% |
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