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DFSVX vs HSMAX
DFSVX vs HSMAX Comparison
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DFSVX vs HSMAX Comparison Chart in %
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DFSVX vs. HSMAX commentary
Jun 24, 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: 18.9B vs. HSMAX (279M). DFSVX pays higher dividends than HSMAX: DFSVX (1.51) vs HSMAX (0.78). DFSVX was incepted earlier than HSMAX: DFSVX (33 years) vs HSMAX (21 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 : 34.64 vs. HSMAX (26.77). DFSVX return over 5 years is better than : 42.04 vs. HSMAX (10.06).
| 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 | 21 years | - |
| Gain YTD | 16.824 | 18.054 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 279M | 6,774% |
| Annual Yield % from dividends | 1.51 | 0.78 | 193% |
| Returns for 1 year | 34.64 | 26.77 | 129% |
| Returns for 3 years | 61.14 | 43.96 | 139% |
| Returns for 5 years | 42.04 | 10.06 | 418% |
| Returns for 10 years | 109.08 | 41.09 | 265% |
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