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DFSVX vs HSMRX
DFSVX vs HSMRX Comparison
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DFSVX vs HSMRX Comparison Chart in %
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DFSVX vs. HSMRX commentary
Jul 14, 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: 19.1B vs. HSMRX (288M). DFSVX pays higher dividends than HSMRX: DFSVX (1.54) vs HSMRX (0.53). DFSVX was incepted earlier than HSMRX: DFSVX (33 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 : 27.77 vs. HSMRX (20.93). DFSVX return over 5 years is better than : 49.27 vs. HSMRX (16.91).
| DFSVX | HSMRX | DFSVX / HSMRX | |
| Total Expense Ratio | 0.31 | 1.51 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.57 | 20% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | 18.935 | 21.529 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 288M | 6,632% |
| Annual Yield % from dividends | 1.54 | 0.53 | 289% |
| Returns for 1 year | 27.77 | 20.93 | 133% |
| Returns for 3 years | 54.48 | 39.71 | 137% |
| Returns for 5 years | 49.27 | 16.91 | 291% |
| Returns for 10 years | 99.33 | 36.55 | 272% |
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