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DFSVX vs HSMRX
DFSVX vs HSMRX Comparison
Open Charts DFSVX vs HSMRX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Hartford Small Cap Value R3
Price$12.17
Change+$0.16 (+1.33%)
VolumeN/A
Net Assets168.89M
DFSVX vs HSMRX Comparison Chart
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DFSVX vs. HSMRX commentary
Jun 07, 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: 14.8B vs. HSMRX (169M). 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 : 0.94 vs. HSMRX (-3.41). DFSVX return over 5 years is better than : 68.62 vs. HSMRX (39.65).
| 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 | -6.110 | -10.105 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 169M | 8,757% |
| Annual Yield % from dividends | 1.65 | 1.18 | 139% |
| Returns for 1 year | 0.94 | -3.41 | -27% |
| Returns for 3 years | 7.43 | -0.76 | -978% |
| Returns for 5 years | 68.62 | 39.65 | 173% |
| Returns for 10 years | 33.33 | -6.79 | -491% |
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