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DFSVX vs HSMRX
DFSVX vs HSMRX Comparison
Open Charts DFSVX vs HSMRX
DFA US Small Cap Value I
Price$47.44
Change+$0.16 (+0.34%)
VolumeN/A
Net Assets15.65B
Hartford Small Cap Value R3
Price$12.70
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets177.09M
DFSVX vs HSMRX Comparison Chart in %
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DFSVX vs. HSMRX commentary
Jul 18, 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 HSMRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. HSMRX (177M). DFSVX pays higher dividends than HSMRX: DFSVX (1.67) vs HSMRX (1.15). 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 : -2.14 vs. HSMRX (-3.86). DFSVX return over 5 years is better than : 92.70 vs. HSMRX (63.80).
| 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 | -1.345 | -5.539 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 177M | 8,870% |
| Annual Yield % from dividends | 1.67 | 1.15 | 145% |
| Returns for 1 year | -2.14 | -3.86 | 55% |
| Returns for 3 years | 30.43 | 15.55 | 196% |
| Returns for 5 years | 92.70 | 63.80 | 145% |
| Returns for 10 years | 42.00 | -3.62 | -1,161% |
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