DFSVX
Price
$48.18
Change
-$1.97 (-3.93%)
Updated
Dec 18 closing price
HSMRX
Price
$13.44
Change
-$0.58 (-4.14%)
Updated
Dec 18 closing price
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DFSVX vs HSMRX

Header iconDFSVX vs HSMRX Comparison
Open Charts DFSVX vs HSMRXBanner chart's image
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Hartford Small Cap Value R3
Price$13.44
Change-$0.58 (-4.14%)
VolumeN/A
CapitalizationN/A
DFSVX vs HSMRX Comparison Chart
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VS
DFSVX vs. HSMRX commentary
Dec 19, 2024

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 Hold.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. HSMRX (135M). DFSVX pays higher dividends than HSMRX: DFSVX (1.44) vs HSMRX (0.95). DFSVX was incepted earlier than HSMRX: DFSVX (32 years) vs HSMRX (13 years). HSMRX is a more actively managed with annual turnover of: 52.00 vs. DFSVX (25.00). DFSVX (0) and HSMRX (0) have matching initial minimum investment requirements. HSMRX (16.04) and DFSVX (15.68) have marching annual gain over last year. DFSVX return over 5 years is better than : 52.30 vs. HSMRX (35.98).
DFSVXHSMRXDFSVX / HSMRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years13 years-
Gain YTD13.28314.35693%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B135M12,519%
Annual Yield % from dividends1.440.95152%
Returns for 1 year15.6816.0498%
Returns for 3 years24.5710.01245%
Returns for 5 years52.3035.98145%
Returns for 10 years52.9111.95443%
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