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DFSVX vs HSMRX
DFSVX vs HSMRX Comparison
Open Charts DFSVX vs HSMRX
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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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).
| DFSVX | HSMRX | DFSVX / HSMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 13.283 | 14.356 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 135M | 12,519% |
| Annual Yield % from dividends | 1.44 | 0.95 | 152% |
| Returns for 1 year | 15.68 | 16.04 | 98% |
| Returns for 3 years | 24.57 | 10.01 | 245% |
| Returns for 5 years | 52.30 | 35.98 | 145% |
| Returns for 10 years | 52.91 | 11.95 | 443% |
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