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DFSVX vs HSMFX
DFSVX vs HSMFX Comparison
Open Charts DFSVX vs HSMFX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.14B
Hartford Small Cap Value F
Price$10.39
Change+$0.08 (+0.78%)
VolumeN/A
Net Assets150.42M
DFSVX vs HSMFX Comparison Chart
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DFSVX vs. HSMFX commentary
Apr 12, 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 HSMFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.1B vs. HSMFX (150M). HSMFX pays higher dividends than DFSVX: HSMFX (1.98) vs DFSVX (1.65). DFSVX was incepted earlier than HSMFX: DFSVX (32 years) vs HSMFX (8 years). HSMFX (0.88) is less costly to investors than DFSVX (0.31). HSMFX is a more actively managed with annual turnover of: 46.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HSMFX: DFSVX (0) vs HSMFX (1000000). HSMFX annual gain was more profitable for investors over the last year : -8.68 vs. DFSVX (-10.09). DFSVX return over 5 years is better than : 81.60 vs. HSMFX (58.51).
| DFSVX | HSMFX | DFSVX / HSMFX | |
| Total Expense Ratio | 0.31 | 0.80 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 0.88 | 35% |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | -17.140 | -18.627 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 150M | 8,733% |
| Annual Yield % from dividends | 1.65 | 1.98 | 83% |
| Returns for 1 year | -10.09 | -8.68 | 116% |
| Returns for 3 years | -1.27 | -9.13 | 14% |
| Returns for 5 years | 81.60 | 58.51 | 139% |
| Returns for 10 years | 16.53 | N/A | - |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| BNGE | 28.29 | 0.57 | +2.06% |
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| GMAR | 36.20 | 0.40 | +1.12% |
| FT Vest U.S. Eq Mod Buffr ETF - Mar | |||
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| KRUZ | 30.95 | N/A | N/A |
| Unusual Whales Subversive Rep Trd ETF | |||