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DFSVX vs HSMRX
DFSVX vs HSMRX Comparison
Open Charts DFSVX vs HSMRX
DFA US Small Cap Value I
Price$46.63
Change+$0.77 (+1.68%)
VolumeN/A
Net Assets15.14B
Hartford Small Cap Value R3
Price$12.35
Change+$0.23 (+1.90%)
VolumeN/A
Net Assets171.82M
DFSVX vs HSMRX Comparison Chart in %
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DFSVX vs. HSMRX commentary
Jun 27, 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 HSMRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.1B vs. HSMRX (172M). DFSVX pays higher dividends than HSMRX: DFSVX (1.65) vs HSMRX (1.18). DFSVX was incepted earlier than HSMRX: DFSVX (32 years) vs HSMRX (14 years). HSMRX (1.61) is less costly to investors than DFSVX (0.31). HSMRX is a more actively managed with annual turnover of: 46.00 vs. DFSVX (12.00). DFSVX (0) and HSMRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 3.57 vs. HSMRX (0.26). DFSVX return over 5 years is better than : 99.23 vs. HSMRX (65.80).
| DFSVX | HSMRX | DFSVX / HSMRX | |
| Total Expense Ratio | 0.31 | 1.51 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.61 | 19% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -5.096 | -9.281 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 172M | 8,779% |
| Annual Yield % from dividends | 1.65 | 1.18 | 139% |
| Returns for 1 year | 3.57 | 0.26 | 1,355% |
| Returns for 3 years | 21.77 | 9.04 | 241% |
| Returns for 5 years | 99.23 | 65.80 | 151% |
| Returns for 10 years | 35.33 | -5.23 | -675% |
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