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DFSVX vs HSMRX
DFSVX vs HSMRX Comparison
Open Charts DFSVX vs HSMRX
DFA US Small Cap Value I
Price$38.32
Change-$1.06 (-2.69%)
VolumeN/A
Net Assets13.07B
Hartford Small Cap Value R3
Price$10.61
Change-$0.21 (-1.94%)
VolumeN/A
Net Assets155.33M
DFSVX vs HSMRX Comparison Chart
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DFSVX vs. HSMRX commentary
Apr 10, 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: 13.1B vs. HSMRX (155M). DFSVX pays higher dividends than HSMRX: DFSVX (1.65) vs HSMRX (1.16). DFSVX was incepted earlier than HSMRX: DFSVX (32 years) vs HSMRX (14 years). HSMRX (1.59) 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. HSMRX annual gain was more profitable for investors over the last year : -11.72 vs. DFSVX (-15.65). DFSVX return over 5 years is better than : 73.80 vs. HSMRX (55.18).
| DFSVX | HSMRX | DFSVX / HSMRX | |
| Total Expense Ratio | 0.31 | 1.50 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.59 | 19% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -20.700 | -19.012 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 155M | 8,452% |
| Annual Yield % from dividends | 1.65 | 1.16 | 142% |
| Returns for 1 year | -15.65 | -11.72 | 134% |
| Returns for 3 years | -5.38 | -10.52 | 51% |
| Returns for 5 years | 73.80 | 55.18 | 134% |
| Returns for 10 years | 11.58 | -18.02 | -64% |
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