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DFSVX vs HSMRX
DFSVX vs HSMRX Comparison
Open Charts DFSVX vs HSMRX
DFSVX vs HSMRX Comparison Chart in %
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DFSVX vs. HSMRX commentary
Sep 13, 2026
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: 19.7B vs. HSMRX (293M). DFSVX pays higher dividends than HSMRX: DFSVX (1.50) vs HSMRX (0.55). DFSVX was incepted earlier than HSMRX: DFSVX (34 years) vs HSMRX (15 years). HSMRX (1.57) is less costly to investors than DFSVX (0.31). HSMRX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (7.00). DFSVX (0) and HSMRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 22.95 vs. HSMRX (10.10). DFSVX return over 5 years is better than : 51.99 vs. HSMRX (14.75).
| DFSVX | HSMRX | DFSVX / HSMRX | |
| Total Expense Ratio | 0.31 | 1.51 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.57 | 20% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 21.629 | 16.537 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 293M | 6,724% |
| Annual Yield % from dividends | 1.50 | 0.55 | 275% |
| Returns for 1 year | 22.95 | 10.10 | 227% |
| Returns for 3 years | 59.55 | 37.57 | 159% |
| Returns for 5 years | 51.99 | 14.75 | 353% |
| Returns for 10 years | 105.66 | 31.15 | 339% |
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